August 28, 2018
Published by Joel Bruckenstein at August 28, 2018
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Schwab Pivots on PortfolioConnect, Doubles Down on Custody Platform: PortfolioConnect to be Free for Assets Custodied at Schwab

After years of telling advisors that their next generation portfolio management product, PortfolioConnect would be multi-custodial, Schwab is abandoning that pledge. Furthermore, Andrew Salesky, Senior Vice […]
February 14, 2017
Published by T3NewsADM at February 14, 2017
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AdvisoryWorld Launches New Lead Generation Tool to Support Financial Advisor

AdvisoryWorld, a leading software provider for financial advisors, today announced the launch of AdvisoryWorld Acquire, a new lead generation tool that turns financial advisor website visitors […]
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February 10, 2017
Published by T3NewsADM at February 10, 2017
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The Big Picture® App Brings a New View of Safe Withdawal Rates to Advisors and their Clients

“Wouldn’t it be nice if you could take a prospective client’s asset allocation and calculate the percent of time periods since 1926 that it would have […]
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February 8, 2017
Published by Joel Bruckenstein at February 8, 2017
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Cyber-security Tips for Financial Advisors

Cyber security is certainly on the mind of advisors today. According to at least one industry survey, cyber security is the number one technology concern among […]
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February 2, 2017
Published by T3NewsADM at February 2, 2017
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T3 announces impressive lineup of speakers, creates “Electronics Super Show” experience in exhibit hall Feb 14-17, 2017

Joel Bruckenstein and a select group of industry thought leaders will gather February 14-17, 2017 at the Hyatt Regency in Orange County, California, to dialog about seismic challenges […]
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January 30, 2017
Published by Anthony Cirio at January 30, 2017
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Aggregation Softens the Blow of a Cyberattack

In the 1900s, banks were threatened by gangsters in suits who pulled up in Studebakers, fired off a few rounds from their Tommy guns, and demanded […]
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January 27, 2017
Published by Bob Veres at January 27, 2017
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The One Best Solution to the Challenges Advisory Firms Face Today

Most of you know that I usually attend and speak at the annual T3 Advisor event, and you’ve read my reviews: basically, that it’s by far […]
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January 26, 2017
Published by T3NewsADM at January 26, 2017
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Financial Firms Use Robo Technology to Complement Existing Service Models (Vestmark Poll)

Vestmark, a leading provider of Unified Wealth Management® solutions, recently sponsored a Webinar which, through, the use of live polling revealed some interesting industry sentiment on […]
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January 23, 2017
Published by T3NewsADM at January 23, 2017
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Garrett Planning Network Announces Partnership with RightCaptial

The Garrett Planning Network, an organization of fee-only financial planners established by Sheryl Garrett, CFP®, in 2000, recently announced they have selected RightCapital, Inc., a financial planning […]
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January 20, 2017
Published by T3NewsADM at January 20, 2017
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Tamarac Adds Straight-Through Processing Directly from its Trading Application, Deepens TD VEO Integration

Envestnet | Tamarac has enhanced the level of integration between its Advisor Rebalancing® application (www.tamaracinc.com) and TD Ameritrade Institutional’s Veo® custody platform, enabling advisors to submit trades directly […]
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January 20, 2017
Published by T3NewsADM at January 20, 2017
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Oranj Further Streamlines Wealth Management for Advisors and their Clients, Enhances Dashboard

Oranj has launched an upgraded version of its digital advice platform for financial advisors and their clients, further simplifying wealth management for both parties while also […]
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January 19, 2017
Published by T3NewsADM at January 19, 2017
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Cabinet Document Management Solutions Acquired by PSIGEN Software, Inc.

PSIGEN Software, Inc., a company that provides advanced document capture and scanning solutions, today announced that it has acquired Cabinet Document Management Solutions. PSIGEN will continue […]
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