June 29, 2018
Published by Bridget Gaughan at June 29, 2018
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5 Ways to Shore Up and Protect Data Privacy– A Primer for Financial Services Firms

Data privacy and protection has become a daily headline with everything from the latest data breaches at major institutions such as Equifax, to intentional exploitation of […]
November 19, 2016
Published by T3NewsADM at November 19, 2016
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Advisor Benchmarking FeeComp Database from RiXtrema Announced: Will Power DOL Fiduciary Rule Solutions

Financial advisors can now easily assess, document and defend the fees they charge in order to prove they are working in the client’s best interests. Financial […]
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November 18, 2016
Published by Joel Bruckenstein at November 18, 2016
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Thoughts on the WisdomTree Investment in AdvisorEngine (formerly Vanare)

Today’s announcement of WisdomTree’s investment in AdvisorEngine, and the name change from Vanare to AdvisorEngine, are net positives for a number of reasons. Let’s start with […]
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November 18, 2016
Published by T3NewsADM at November 18, 2016
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Vanare Raises $20 Million in Series A Financing, Changes Name to AdvisorEngine

Vanare, an innovative digital wealth management technology platform that has been gaining momentum in the financial services industry for approximately three years, announced today that it […]
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November 16, 2016
Published by Joel Bruckenstein at November 16, 2016
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Digital Assistant Faceoff: The Amazon Echo vs. Google Home

I’ve been playing around with the Amazon Echo for some time now, and I’ve been quite impressed with what it can do, so when Google announced […]
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November 16, 2016
Published by Paul Cantrell at November 16, 2016
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Workflow Your Way to the DoL Deadline Toolkit from SEI and Redtail

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 […]
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November 15, 2016
Published by T3NewsADM at November 15, 2016
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Vestwell Announces White-Label Partnership with Kovack Advisors, Inc.

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 […]
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November 11, 2016
Published by T3NewsADM at November 11, 2016
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Covr and PIEtech℠ Streamline Implementation of Insurance Advice in MoneyGuidePro®

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 […]
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November 10, 2016
Published by T3NewsADM at November 10, 2016
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PIEtech℠ and Riskalyze to Complete Deep Integration, help advisors comply with DOL and Better Serve Clients

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 […]
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November 9, 2016
Published by T3NewsADM at November 9, 2016
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PIEtech℠ and Milliman Join Forces to Help Financial Services Firms Prepare for Best Interest Standard

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, […]
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November 7, 2016
Published by T3NewsADM at November 7, 2016
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BNY Mellon’s Albridge Develops Integrated Technology to Help its Clients Adapt to Unprecedented Change

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 […]
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November 4, 2016
Published by T3NewsADM at November 4, 2016
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Trust Builders Enhances TRAK Gap Analysis with New “Sequence of Returns” Feature

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 […]
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November 4, 2016
Published by T3NewsADM at November 4, 2016
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Cetera Financial Group Announces Strategic Vision for Future Technology Ecosystem

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 […]
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