Once again, Michael Kitces and the Kitces Report have dubbed T3 as the best technology conference of its kind. The T3 Advisor Tech Conference in 2024 […]
Editor’s note: Every year since 2012, financial advisor and industry influential Michael Kitces has published a list of “best conferences” for advisor consideration. This guest post […]
London-based fintech firm, Timeline, has launched comprehensive software for illustrating sustainable withdrawal strategies. The second edition of the software, which is currently in beta, enables advisors to model […]
Ladder, the company that has built life insurance to be instant, simple and smart, today introduced Ladder for Advisors at the T3 Advisor Conference, the leading […]
I was pleased to appear on Michael Kitces’ #FASuccess podcast on December 26, 2017. We talk in depth about: Recent trends in advisor technology and why […]
Schwab recently announced the general launch of Schwab Intelligent Advisory, the firm’s new hybrid advisory offering that combines access to live, CFP® credentialed advisors with an advanced […]