artificial intelligence

February 24, 2020

Highlights from the 2020 T3 Advisor Conference in San Diego

Every year, the T3 Advisor conference officially kicks off fintech announcement season. There are other notable industry events that happen before T3 in January, but it’s […]
March 29, 2019

Winners and Losers at T3’s 2019 Advisor Tech Conference

By now, you’ve probably read several summaries of the recent T3 Advisor Conference in Denton, TX—and chances are, you were still left scratching your head. That’s […]
October 19, 2018

Redtail Technology Adds Artificial Intelligence to Advisor CRM

Redtail, a leading provider of client relationship management (CRM) solutions for financial services firms, announced the rollout of advanced artificial intelligence capabilities that will enable advisory […]
May 20, 2016

Outside IQ – Uncovering Risk

Financial services firms have an affirmative responsibility to know their clients and to make sure they avoid doing business with bad actors, be they criminals, terrorists, […]