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 […]
April 27, 2017
Published by T3NewsADM at April 27, 2017
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Rowling & Associates Launches InStrategy – A new Investment Strategy and Research Platform for RIAs

Rowling & Associates, a nationally recognized, independent wealth management firm, recently announced the availability of a new investment strategy and research platform available to independent Registered […]
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April 25, 2017
Published by Joel Bruckenstein at April 25, 2017
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How eMoney Advisor Strategically Transformed Their Client Onboarding Experience

The financial technology industry is going through a transformation that is making customer success seamless and effortless. eMoney Advisor is a leader in revolutionizing how clients […]
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April 25, 2017
Published by T3NewsADM at April 25, 2017
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TradePMR Announces Keynote Speaker, Agenda for Synergy Conference in Miami May 3-5, 2017

TradePMR released today its agenda and lineup of speakers for the 2017 Synergy conference, an annual gathering for independent registered investment advisors (RIAs). This year’s theme, Gratitude, Giving […]
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April 20, 2017
Published by T3NewsADM at April 20, 2017
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InvestmentPOD for Advisors Announces Launch, Provides Sophisticated Investing Strategies and Lower Costs for RIAs

InvestmentPOD for Advisors, a digital advice platform that offers multi-strategies, announced today the official launch of its white-labeled automated investing platform for Registered Investment Advisors. InvestmentPOD […]
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April 19, 2017
Published by T3NewsADM at April 19, 2017
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Tech Trends for Financial Advisors: Joel Bruckenstein Provides Insights during SS&C Advent Webinar

In a recent webinar, Bob Conchiglia, VP, Advisory Sales for SS&C Advent (www.ssctech.com/advent), sat down with Joel Bruckenstein, Producer of the T3 Technology Hub (www.T3TechnologyHub.com) and […]
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April 18, 2017
Published by Joel Bruckenstein at April 18, 2017
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Enough with the “Alternative Facts” – PIEtech is Not for Sale

My usual policy with regard to unsubstantiated rumors is to ignore them, but when a substantial number of people start repeating the same unsubstantiated rumor, it […]
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April 18, 2017
Published by T3NewsADM at April 18, 2017
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Oranj Strengthens Digital Advice Platform with Cutting-Edge Rebalancing Capabilities, Acquires Majority Stake in TradeWarrior

Oranj, a company that builds software for advisors to use in servicing, collaborating, managing and connecting with their clients, has announced that they now have a […]
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April 13, 2017
Published by Joel Bruckenstein at April 13, 2017
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A Conversation with David Canter, New Head of the RIA Segment at Fidelity

On a recent visit to Boston, I had a chance to catch up with David Canter, the new Head of the RIA Segment at Fidelity Clearing […]
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April 10, 2017
Published by Joel Bruckenstein at April 10, 2017
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Orion Releases Orion Social, a Comprehensive Help and Training Resource

Orion Advisor Services has announced the general release of Orion Social, an advisor-facing application that connects advisors with Orion experts, online training tutorials, and advisor peers […]
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April 7, 2017
Published by T3NewsADM at April 7, 2017
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StatPro to Acquire UBS Delta, Announces Plan to Enhance Risk and Performance Analytics SaaS Offering

StatPro Group, a provider of cloud-based portfolio analysis and asset pricing services for the global asset management industry, has agreed to buy from UBS its risk and performance […]
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April 5, 2017
Published by T3NewsADM at April 5, 2017
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True North Networks and Helpful Office Announce Merger

True North Networks, a managed technology outsourced, cybersecurity service and private cloud hosting provider, and Helpful Office, a full-service information technology-consulting firm announced that they have merged. The merger […]
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April 4, 2017
Published by T3NewsADM at April 4, 2017
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FinRiver Investment Analytics API and FinMason Algonath Revealed

Industry leading fintech firm, FinMason, is now providing easy and flexible access to one of the largest independent analytics platforms in wealth management. The launch of […]
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