February 5, 2018
Published by Joel Bruckenstein at February 5, 2018
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TD Ameritrade Institutional Proves Just How Laser-Focused They are on Advisor Technology

If you had any doubt about who the technology thought leader among the major RIA custodians is, the 2018 LINC Conference should have put those doubts […]
May 12, 2016
Published by Joel Bruckenstein at May 12, 2016
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Technology Brief – An LPL Update

I had an opportunity to chat the other day with Victor Fetter, CIO of LPL Financial, the largest organization of independent financial advisors in the United States. […]
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May 11, 2016
Published by T3NewsADM at May 11, 2016
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Marstone and Pershing complete platform integration; Currently onboarding institutional clients onto Powered by Marstone™

MARSTONE, Inc. today announced the launch of Powered by Marstone™, an innovative digital wealth management solution currently onboarding financial institutions and their clients. Powered by Marstone […]
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May 11, 2016
Published by T3NewsADM at May 11, 2016
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InvestCloud Announces the Launch of BB8; Next Generation Digital Platform

InvestCloud, Inc, the first of its kind Digital Applet Platform for the financial services industry, supporting 660+ advisors and institutions with $1.5 trillion on platform, announced […]
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May 11, 2016
Published by Joel Bruckenstein at May 11, 2016
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Technology Brief – Marstone

Last week, Pershing’s Mark Tibergien announced that his firm is adding three B2B robo providers to its list of integration partners. The three are Vanare, SigFig, […]
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May 10, 2016
Published by T3NewsADM at May 10, 2016
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Oranj Incorporates Laser App Software to Improve Advisor Productivity

Laser App Software, the premier provider of forms automation and management software for the securities and insurance industries, has announced that Oranj, a leading innovator in […]
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May 10, 2016
Published by T3NewsADM at May 10, 2016
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Fidelity Celebrates Financial Advisors Who Are Building Great Businesses

Call for Self-Nominations Opens for the Second Annual Fidelity Be Greater® Awards Fidelity Clearing & Custody Solutions, the division of Fidelity Investments that provides clearing and […]
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May 5, 2016
Published by T3NewsADM at May 5, 2016
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Twisted Sister’s Jay Jay French Talks with Joel Bruckenstein at T3 Advisor Conference

Former rock star turned motivational speaker Jay Jay French talks with T3 Conference producer Joel Bruckenstein about his career and what financial advisors can learn from […]
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May 2, 2016
Published by T3NewsADM at May 2, 2016
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Morningstar Launches ByAllAccounts Personal Financial Management Portal for Advisors

Morningstar, Inc., a leading provider of independent investment research, today launched a new personal financial management portal in the firm’s account aggregation service, Morningstar® ByAllAccountsSM which aggregates […]
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May 2, 2016
Published by T3NewsADM at May 2, 2016
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Quovo and Vanare Partner to Help Financial Firms Provide Better Client Experience

Financial advisors can now aggregate all of their clients’ financial data into a fully configurable online wealth management platform with advisor-built asset-class models, client risk assessments […]
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April 27, 2016
Published by Bob Veres at April 27, 2016
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The Evolution of Professional Software for Advisors

I’m walking through the T3 exhibit hall, enjoying that “kid in a candy store” experience that young techies feel at the Consumer Electronics Show.  There seems […]
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April 25, 2016
Published by T3NewsADM at April 25, 2016
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Morningstar and Redtail Technology Announce Expanded Agreement

Morningstar, Inc., a leading provider of independent investment research, is integrating Redtail Technology’s robust customer relationship management (CRM) capabilities into Morningstar OfficeSM, its portfolio and practice […]
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April 25, 2016
Published by T3NewsADM at April 25, 2016
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Wilshire Launches Wealth Management Platform

Unified Managed Account Solution Combines Wilshire’s Institutional Research Expertise with Vestmark’s Market Leading Technology and Services Wilshire Funds Management, a business unit of the global investment […]
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