March 13, 2023
Published by T3NewsADM at March 13, 2023
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Incedo to Reveal Results of the Wealth Management Industry Data Readiness Survey at T3 Conference in Tampa

Success in digital transformation requires understanding the unique complexities of the wealth management data ecosystem
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March 13, 2023
Published by T3NewsADM at March 13, 2023
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At T3 in Tampa: Hubly Unveils Partner Workflows

Hubly Inc., a process management system built specifically for the financial advisory market, today announced the launch of Partner Workflows. Designed to help TAMPs, custodians, broker-dealers, […]
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March 13, 2023
Published by T3NewsADM at March 13, 2023
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Supported by a Group of Industry Leaders, Open VRM Launches a New Zero-Cost Standard for Vendor Risk Management in the Financial Services Industry

The Only Platform Free for Vendors, Free for their Clients
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February 24, 2023
Published by T3NewsADM at February 24, 2023
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Orion Launches Advisor Academy, a Free On-Demand Learning Platform for Fiduciary Advisors

Wealthtech firm enhances education offering to help advisors grow their business, earn CE credit Orion Advisor Solutions, a leading provider of wealthtech solutions for fiduciary advisors, announced […]
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February 24, 2023
Published by T3NewsADM at February 24, 2023
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Dynasty Financial Partners and BridgeFT Announce a Strategic Partnership to Make BridgeFT’s WealthTech API the Primary Data Aggregation Partner for Dynasty’s Integrated Technology Platform

Dynasty Financial Partners Will Make a Strategic Investment in BridgeFT to Help the Company Fuel Its Future Growth Dynasty Financial Partners announced that Dynasty has chosen […]
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February 24, 2023
Published by T3NewsADM at February 24, 2023
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Orion’s New Behavioral Finance (BeFi) Study Reveals Half of Couples Consider Dishonesty About Money a Form of Infidelity

Orion Advisor Solutions’ new Couples and Money Survey reveals that half (50%) of survey respondents, including 61% of millennials, consider dishonesty about money a form of infidelity.
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February 16, 2023
Published by Joel Bruckenstein at February 16, 2023
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Wicked Pissah podcast episode pulls back curtain on #T32023

Wicked Pissah podcast host and past FPA MA President, Jeffrey Tomaneng, CFP®, asked me to do an interview, pulling back the curtain on the upcoming T3 Conference in Tampa – which is right around the corner.
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February 9, 2023
Published by T3NewsADM at February 9, 2023
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Opto Investments Partners with Merchant to Provide Advisors with Access to Comprehensive Private Market Investment Solution

Opto’s private investment platform will empower RIAs to build customized private markets portfolios using funds from distinguished investment managers
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February 7, 2023
Published by T3NewsADM at February 7, 2023
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Conquest Planning Closes $24 Million Series A Raise

New capital comes from existing investors Portage and Fidelity International Strategic Ventures with participation from BNY Mellon and RBC
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January 31, 2023
Published by T3NewsADM at January 31, 2023
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Myriad Advisor Solutions Announces New CEO

Myriad Advisor Solutions (Myriad) announced that Chief Operating Officer, Danielle White (White) has as of January 1, 2023, been promoted to Chief Executive Officer. White takes […]
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