February 22, 2018
Published by Joel Bruckenstein at February 22, 2018
It was great to see so many of you at the 15th annual T3 Technology Conference for financial advisors. Nearly 700 of you made the trip […]
September 16, 2016
PCS, LLC, a leading fiduciary retirement plan recordkeeper, today announced that it will be providing a white-label version of its 401(k) platform to Alpine Trust & Investment […]
September 14, 2016
SS&C Technologies Holdings, Inc., a global provider of financial services software and software-enabled services, recently announced expanded capabilities of its Black Diamond® wealth platform, including enhanced […]
September 8, 2016
While at the Finovate Fall 2016 conference, RightCapital announced the release of its enhanced financial planning platform with capabilities to help advisors comply with the new […]
August 30, 2016
Published by Eric Clarke at August 30, 2016
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It’s not too hard to come up with a list of things that work better together: Sonny and Cher, waffles and fried chicken, Simon and Garfunkel—although […]
August 26, 2016
Published by Eric Clarke at August 26, 2016
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Sometimes, news is just done right. On Michael Kitces’s Nerd’s Eye View, a blog that offers insights and takes on current events within the financial services […]
August 26, 2016
Published by T3NewsADM at August 26, 2016
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While at the T3 Advisor conference, February 2016, Kevin Knull of MoneyGuidePro talked with Marie Swift of Impact Communications about financial planning standards and how to […]
August 24, 2016
Published by Joel Bruckenstein at August 24, 2016
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LPL Financial, the largest organization of independent financial advisors in the United States, unveiled their digital advice platform for LPL Advisors at the recently concluded 2016 […]
August 23, 2016
Published by Eric Clarke at August 23, 2016
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Technology in every industry has been slowly moving to the digital sphere, and the move to digital has made many tasks a lot easier. Take watching […]
August 22, 2016
Published by T3NewsADM at August 22, 2016
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While at the T3 Advisor conference, February 2016, Greg Sauer of Oranj talked with Marie Swift of Impact Communications about digital collaboration tools that helps prospective […]
August 18, 2016
Published by Joel Bruckenstein at August 18, 2016
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In March of 2016, when I reviewed FMeX (Financial Media Exchange) in “A Fresh, and Cheap(er) Approach to Digital Marketing,” my first impressions of the platform’s […]
August 15, 2016
Integration pairs a fully customizable roboadvisor and account opening platform with industry-leading CRM Vanare, an innovative wealth management technology platform, and Redtail Technology, a leading provider of client relationship […]
July 31, 2016
RightCapital, Inc., a leading financial planning platform for registered investment advisors and independent broker-dealers, has secured $1 million in a seed capital fund raise. Camellia Venture […]







