February 5, 2018
Published by Joel Bruckenstein at February 5, 2018
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TD Ameritrade Institutional Proves Just How Laser-Focused They are on Advisor Technology

If you had any doubt about who the technology thought leader among the major RIA custodians is, the 2018 LINC Conference should have put those doubts […]
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February 2, 2018
Published by T3NewsADM at February 2, 2018
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AI Token to Confirm Verified Accredited Investor Status Now Available through North Capital

North Capital, a provider of technology and brokerage services for exempt securities offerings, is now offering a utility token (a.k.a., an AI token), that can be […]
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February 1, 2018
Published by Mark Hoffman at February 1, 2018
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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 […]
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January 31, 2018
Published by T3NewsADM at January 31, 2018
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FCI and cleverDome Team Up to Thwart Cyber Threats

FCI, Inc. (formerly known as Financial Computer, Inc.), a Managed Security Service Provider (MSSP) that delivers seamless cybersecurity compliance to protect financial advisors, staff and client […]
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January 26, 2018
Published by Matthew Peterson at January 26, 2018
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Blockchain and the Future of Financial Services

“Blockchain technology will revolutionize the ­­­­__________ industry.” The above sentence, with the appropriately filled in blank, has been written thousands of times on internal business plans, […]
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January 23, 2018
Published by T3NewsADM at January 23, 2018
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First-of-its-Kind Student Competition to Take Place at the 2018 T3 Advisor Conference Feb. 6-9 in Ft. Lauderdale

Financial advisory firms hoping to meet the next generation of talent will find just what they are looking for at this year’s T3 Advisor Conference. Not […]
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January 19, 2018
Published by T3NewsADM at January 19, 2018
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When is real innovation in the mortgage industry going to begin?

The future of mortgage lending holds tremendous promise, but today’s industry vision for how to leverage emerging technology is far too fixated on cost reduction to […]
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January 17, 2018
Published by Joel Bruckenstein at January 17, 2018
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TD Ameritrade Launches Institutional Market Center, an Enticing New Investment Platform for Advisors

One could argue that the majority of financial advisors would be better served by spending more time meeting with clients and prospects, and outsourcing investment management […]
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January 12, 2018
Published by Joel Bruckenstein at January 12, 2018
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Why Today’s Technology Tools Are The Golden Age Of Advisor FinTech

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 […]
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