July 10, 2024
Published by T3NewsADM at July 10, 2024
Categories

AI Use and Best Practices in the Financial Services Industry

Fintech consultant and T3 friend, Craig Iskowitz, CEO of Ezra Group, is hosting this upcoming webinar Moneyball for AI: How Wealth Management Firms Can Get The […]
Do you like it?0
Read more
January 17, 2024
Published by T3NewsADM at January 17, 2024
Categories

Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights

iCapital’s investment technology platform is now integrated with Morningstar Advisor Workstation and provides 170,000 financial advisors with access to alternative investments and research. Morningstar, Inc. a […]
Do you like it?0
Read more
December 30, 2019
Published by Joel Bruckenstein at December 30, 2019
Categories

Advyzon Ups Its Game: An Underappreciated, Compelling Value in a Crowded Field

When it comes to portfolio management and accounting software, there is no lack of competition. Albridge has historically done well among hybrid RIAs, although Morningstar, which […]
Do you like it?0
Read more
December 18, 2019
Published by Keena Pettijohn at December 18, 2019
Categories

Golden Nuggets from the 2019 T3 Enterprise Conference

Editor’s notes: Keena Pettijohn, founder and CEO of Lifelogixs Strategic Consultancy Group, was kind enough to write up the following summaries based on her experience attending […]
Do you like it?0
Read more
September 10, 2019
Published by T3NewsADM at September 10, 2019
Categories

Morningstar Launches Goal Bridge to Help Improve Investor Outcomes

Morningstar, Inc., a leading provider of independent investment research, today launched Goal Bridge, a planning and proposal solution that enables advisors to connect goals-based planning and […]
Do you like it?0
Read more
May 8, 2019
Published by T3NewsADM at May 8, 2019
Categories

Morningstar Launches Model Marketplace Integrated with Morningstar Office Cloud

Morningstar, Inc., a leading provider of independent investment research, introduced the Model Marketplace, a centralized distribution platform that allows advisors to quickly and cost efficiently research […]
Do you like it?0
Read more
January 31, 2019
Published by T3NewsADM at January 31, 2019
Categories

2019 Software Survey and Analysis from Bob Veres and Joel Bruckenstein Available Now

Keeping up with the financial services professional technology sector is no easy task, and one could say the same for tech companies trying to adapt to […]
Do you like it?0
Read more
February 1, 2018
Published by Mark Hoffman at February 1, 2018
Categories

Risk-smart, Tax-smart Multiple Account and Product Optimization could be the Next Big Thing

The typical household has five or six accounts spread among two or three advisors.  As these families look toward the future, they want to know how […]
Do you like it?0
0 Read more
December 15, 2017
Published by Joel Bruckenstein at December 15, 2017
Categories

Advyzon: One of the Industry’s Best Kept Secrets

It is rare in this industry to come across a well built, intuitive platform for advisors that is value priced, yet relatively unknown; that’s exactly what […]
Do you like it?1
0 Read more
May 18, 2016
Published by T3NewsADM at May 18, 2016
Categories

Tricia Rothschild on Unraveling the Knot of Complexity

While at the T3 Enterprise Conference, November 2015, Tricia Rothschild of Morningstar shares key take-aways from her keynote speech on unraveling the knot of complexity in […]
Do you like it?0
0 Read more
Load more