September 24, 2018
Published by Bob Veres at September 24, 2018
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Automated Investing is Finally Here – In an Unlikely Package

Most of us know that so-called “robo-advisory platforms” represent the future. A number of advisors are already delegating their smallest accounts to Schwab Intelligent Portfolios, Betterment […]
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February 14, 2018
Published by Joel Bruckenstein at February 14, 2018
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Download Now: 2018 Software Survey and Analysis from Bob Veres, Joel Bruckenstein and Advisor Perspectives / AP Viewpoint

The technology sector is arguably the most dynamic aspect of the financial planning/investment advisory profession today. Custodial capabilities are evolving in an arms race of new […]
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October 9, 2017
Published by T3NewsADM at October 9, 2017
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Biggest Announcement of the Year Slated for Oct. 30 at the T3 Conference for Financial Services Executives

Financial industry leader Joel Bruckenstein and his T3 event planning teams are partnering with cleverDome to reveal something big at the T3 Conference for financial services […]
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September 6, 2017
Published by T3NewsADM at September 6, 2017
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T3’s Joel Bruckenstein Receives 2017 Leadership Award at Bob Veres’ Insider’s Forum

Joel Bruckenstein, publisher of the T3 information service on applied technology for financial service firms, today received the 2017 Insider’s Forum Leadership Award.  He was presented […]
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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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