July 20, 2018
As T3 readers are well aware, there are numerous rules and regulations that require financial advisors to protect sensitive consumer data. Some of those regulations require […]
November 1, 2016
Trick or Treat! You probably uttered those words hundreds (or thousands) of times yourself as a kid. Most likely you’ve answered your own door as an […]
October 21, 2016
According to Kevin Knull, CFP®, the President of PIEtech, the developers of MoneyGuidePro financial planning software, the financial industry is undergoing a revolutionary shift driven by […]
October 18, 2016
Fidelity recently announced the initial rollout of their new total advisor platform, beginning a multi-year effort that will continue through at least 2018. The goal of […]
October 18, 2016
Ever since the launch of Fidelity’s direct-to-consumer digital offering (robo advisor) was announced, I’ve been anxious to see what Fidelity had in store for advisors. The […]
October 12, 2016
eMoney Advisor recently hosted its third annual Advisor Summit at The Ritz-Carlton Laguna Niguel in Dana Point, California. Approximately 650 financial services professionals from across the […]
October 10, 2016
I tweeted recently that the Fall season in the independent advisory industry draws parallels to football season – after a prolonged, fairly sleepy Summer of re-charging, […]