July 20, 2018
Published by Joel Bruckenstein at 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 16, 2016
Published by Paul Cantrell at November 16, 2016
Categories
April 10, 2017 marks the deadline for initial compliance with the Department of Labor’s Fiduciary Rule, i.e., enforcement of the rule’s provisions can begin at that […]
November 15, 2016
Vestwell, a firm that offers a fiduciary, white-labeled retirement platform for the RIA community and beyond, announced that it has secured an advisory firm partnership with Kovack […]
November 11, 2016
While at the T3 Enterprise Conference in Las Vegas last week, Covr Financial Technologies and PIEtech℠, Inc. announced a partnership that brings together the power of […]
November 10, 2016
PIEtech℠, Inc., creator of financial planning software MoneyGuidePro®, announced recently that it is building a multi-faceted, deep integration with Riskalyze, the risk alignment platform founded upon […]
November 9, 2016
PIEtech℠, Inc., the creator of the leading financial planning software, MoneyGuidePro®, recently announced that it has entered into an exclusive relationship with Milliman Financial Risk Management, […]
November 7, 2016
Albridge, an affiliate of Pershing LLC, a BNY Mellon company, has unveiled its strategy to introduce enhanced solutions designed to help broker/dealers, financial advisors and RIAs […]
November 4, 2016
At the T3 Enterprise Conference in Las Vegas, Trust Builders, Inc. announced the release of the Sequence of Returns calculator with integration in The Retirement Analysis […]
November 4, 2016
Cetera Financial Group (“Cetera” or “the Company”)*, a leading network of independent broker/dealer firms, announced its strategic vision to redefine the delivery of “best interest” retail […]
November 4, 2016
While at the T3 Enterprise conference in Las Vegas, Twenty Over Ten, a compliant website-builder, announced its formal public launch. Co-founded by Penn State Associate Professor […]
November 3, 2016
PlanPlus announced today at the T3 Enterprise conference the launch of miPlan+ – a Generation III white-labeled Robo advisor that fully integrates current financial services industry […]
November 3, 2016
At the 2016 T3 Enterprise Conference today in Las Vegas, Advicent showcased tools to arm financial services organizations for success, both today and in the future, […]
November 2, 2016
Riskalyze and Asset-Map will be sharing the details of their integration at the T3 Enterprise Conference in Las Vegas this week. They are excited to share […]