February 14, 2017
Published by Joel Bruckenstein at February 14, 2017
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Download the New Software Survey and Analysis from Bob Veres, Joel Bruckenstein and Advisor Perspectives / AP Viewpoint

The technology options for professional financial planners and advisors are evolving at a dizzyingly rapid rate. Every week, we see new options, new integrations, and ever-more-powerful […]
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February 10, 2017
Published by T3NewsADM at February 10, 2017
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The Big Picture® App Brings a New View of Safe Withdawal Rates to Advisors and their Clients

“Wouldn’t it be nice if you could take a prospective client’s asset allocation and calculate the percent of time periods since 1926 that it would have […]
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January 27, 2017
Published by Bob Veres at January 27, 2017
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The One Best Solution to the Challenges Advisory Firms Face Today

Most of you know that I usually attend and speak at the annual T3 Advisor event, and you’ve read my reviews: basically, that it’s by far […]
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June 29, 2016
Published by T3NewsADM at June 29, 2016
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Bob Veres On … The Pre-Engagement Engagement

While at the T3 Advisor conference, February 2016, Bob Veres of Inside Information / Insider’s Forum talked with Marie Swift of Impact Communications about technology for […]
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June 14, 2016
Published by Joel Bruckenstein at June 14, 2016
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Bob Veres’ Insider’s Forum is More than a Conference

As one of the most enduring and insightful thought leaders in our sphere, Bob Veres (www.BobVeres.com) is continually trying to figure out how to improve and […]
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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 21, 2016
Published by Bob Veres at April 21, 2016
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Advyzon Solves the Whole Puzzle

It’s been a while since the last time somebody tried to create an all-in-one software system for financial planners, and the promising beginning at IFS back […]
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