February 24, 2020
Published by Johnny Sandquist at February 24, 2020
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Highlights from the 2020 T3 Advisor Conference in San Diego

Every year, the T3 Advisor conference officially kicks off fintech announcement season. There are other notable industry events that happen before T3 in January, but it’s […]
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January 20, 2020
Published by Michael Kitces at January 20, 2020
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Find New Advisor Technology Solutions at the T3 Advisor Conference

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 […]
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December 30, 2019
Published by Joel Bruckenstein at December 30, 2019
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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 […]
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November 19, 2019
Published by Joel Bruckenstein at November 19, 2019
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Schwab IMPACT: “All In” on Technology

The theme of this year’s Schwab IMPACT Conference was “All In”, and it was gratifying that the theme extended to technology. When I last visited IMPACT […]
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October 14, 2019
Published by Joel Bruckenstein at October 14, 2019
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FiduciaryShield by BidMoni Brings a Turnkey 401(k) Solution to Financial Advisors

Fiduciary financial advisors should own the 401(k) market. There are still way too many high cost plans out there that have hidden fees, a sub-optimal line-up […]
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September 9, 2019
Published by Joel Bruckenstein at September 9, 2019
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Ten Years of Innovation and Collaboration Celebrated at TD Ameritrade Tech LINC

I recently had the pleasure of attending the 10th annual TD Ameritrade Tech LINC, formerly known as the TD Ameritrade Institutional Technology Summit. TD Ameritrade was […]
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August 28, 2019
Published by Joel Bruckenstein at August 28, 2019
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Technology Was Center Stage at Recent LPL Focus Conference

From the moment I set foot in the San Diego Convention Center, the site of the recently concluded LPL Focus Conference, the technology focus was evident. […]
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July 16, 2019
Published by Joel Bruckenstein at July 16, 2019
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Salesforce to Offer New, Low Cost Financial Services Cloud Solution to Financial Advisors

Salesforce, the world’s leading CRM platform provider, announced today the release of a new bundled solution for financial services professionals. Dubbed “Grow Client Relationship Fast Start” […]
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July 11, 2019
Published by Joel Bruckenstein at July 11, 2019
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Platform Wars Heat Up as Orion Acquires Advizr

Orion Advisor Services, LLC (“Orion”), a leading portfolio management solution provider for registered investment advisors, announced today it has acquired Advizr, Inc., a financial planning and […]
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