June 25, 2019
Published by T3NewsADM at June 25, 2019
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WealthTech Company Harness Wealth Launches Its Services to the Public Poised to Transform Access to the Best Financial, Tax, and Trust & Estate Planning

Harness Wealth, a New York-based WealthTech business focused on giving individuals access to the best financial advice, will open its platform to the public today. By […]
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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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October 31, 2017
Published by T3NewsADM at October 31, 2017
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FinMason to Power WisdomTree’s New Digital Portfolio Developer: WisdomTree is First Global Investment Manager to Adopt FinRiver™

FinMason, a Boston-based FinTech and investment analytics firm, announced today a multi-year agreement with WisdomTree Investments, Inc. (NASDAQ:WETF), an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) […]
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August 2, 2017
Published by T3NewsADM at August 2, 2017
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FinTech Startup Enters LA Innovation Center, will Leverage InvestCloud’s Technology, Build New Platform, Integrate as App

InvestCloud Inc., a global FinTech firm, has announced Efficient Tax as the first FinTech startup to take residence at the InvestCloud Innovation Center (based in Los […]
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June 28, 2017
Published by Rick Williamson at June 28, 2017
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Millennial Money: Questions Every Advisor Should be Prepared to Answer

I’ve worked in the financial technology industry for nearly six years and have helped countless financial offices get up and running with Redtail as their new […]
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May 9, 2017
Published by T3NewsADM at May 9, 2017
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Private Client Resources and InvestCloud Partner to Deliver Total Wealth Aggregation Services

InvestCloud Inc., a global FinTech firm, and Private Client Resources (PCR), a leading provider of total wealth aggregation services for UHNW families and their advisors, recently […]
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October 10, 2016
Published by Jason Lahita at October 10, 2016
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The Golden Age of FinTech in Wealth Management

I tweeted recently that the Fall season in the independent advisory industry draws parallels to football season – after a prolonged, fairly sleepy Summer of re-charging, […]
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August 22, 2016
Published by T3NewsADM at August 22, 2016
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Greg Sauer On…Collaborating with Clients in the Digital World

While at the T3 Advisor conference, February 2016, Greg Sauer of Oranj talked with Marie Swift of Impact Communications about digital collaboration tools that helps prospective […]
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