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Quick Takes: An Update on Capitect

October 30, 2017

7 Impressions from the Orion Advisor Conference

Strange Bedfellow?

The Standard

Wealthtech Roundup

Vista Consulting Group

Design & Style

5 Ways to Shore Up and Protect Data Privacy– A Primer for Financial Services Firms

Advyzon: One of the Industry's Best Kept Secrets

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Arbor Reporting Portal

Workflow Your Way to the DoL Deadline Toolkit from SEI and Redtail


Tricia Rothschild on Unraveling the Knot of Complexity

Matthew Gordy liked this


Advicent technology provides flexibility in plan presentation

Published by Joel Bruckenstein at March 17, 2017

Episode 011 Feature Alan Moore

Published by Joel Bruckenstein at October 17, 2017

Great News: T3 Advisor 2019 Dates + T3 Virtual Exhibit Hall + T3 Video Channel + T3 Jobs Site (Free Limited Time Trial) Now Available



Stocks, Saudi Arabia, Hurricane Michael: Your Thursday Briefing

Florence: Storm damage? Tips for filing an insurance claim - Where to Get Finance - Finance News

FUSE 2.0 — An Insider's Report: Orion Re-imagines Their Hackathon with Great Success

A Conversation with David Canter, New Head of the RIA Segment at Fidelity

Report from the 2016 TD Ameritrade LINC Conference

Dan Hansher, MBA liked this

TD Ameritrade Institutional Proves Just How Laser-Focused They are on Advisor Technology

Published by Hayley Mandrup at May 25, 2017

Advyzon Solves the Whole Puzzle

Orion Releases Orion Social, a Comprehensive Help and Training Resource

Schwab Pivots on PortfolioConnect, Doubles Down on Custody Platform: PortfolioConnect to be Free for Assets Custodied at Schwab

Morningstar OfficeSM and RiXtrema Integrate: Seamless Portfolio Crash Testing to Benefit Platform Users

Orion Announces the Launch of Eclipse at T3 Conference

Guided Wealth Portfolios: The LPL Approach to Digital Advice

Published by Joel Bruckenstein at November 18, 2016

Wall Street Loves These Risky Loans. The Rest of Us Should Be Wary.

T3's 2018 Technology Conference for Financial Services Executives Now Open for Registration

The 12 Best Conferences For Financial Advisors To Choose From In 2016

Published by Joel Bruckenstein at April 25, 2017

Why Today's Technology Tools Are The Golden Age Of Advisor FinTech

Featuring frog's work with SFMOMA, and how “Surrealist Art and Augmented Reality are a match made in museum heaven.”

Waddell & Reed Integrates With eMoney Platform

Chris Deacon liked this

Book Review: “Exploring Advice” Contains Insights from 39 Industry Thought Leaders

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Benjamin Schneider liked this

... demonstrating commitment to advisors and investors through market perspectives and wealth management and portfolio advisory services.

Marketing Your Financial Services Firm In the Age of Robos

Published by Joel Bruckenstein at October 18, 2016

diskAshur Pro2: An Ultra Secure Hard Drive for Advisors

Millennial Money: Questions Every Advisor Should be Prepared to Answer

Redtail's Improved Mobile App Aims to Impress

Technology for Financial Advisors: A Quick Review of Tech World Display at T3 Advisor Conference

Nicholas Jennings

Modern Technology Enables Easier Accounting for Jointly Owned Accounts, Trusts & LPs. “

Download Now: 2018 Software Survey and Analysis from Bob Veres, Joel Bruckenstein and Advisor Perspectives / AP Viewpoint

Published by Jason Lahita at October 10, 2016

Superforecasting by Tetlock and Gardner

Traffic Jams to Growth: Four Barriers Slowing Down Your RIA

Published by Bob Veres at June 15, 2016

Had a great time at Aster Senior Communities yesterday.

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Will Schwab Upend the Advisory Business?

FPPad Tech Tour: Aaron Guidotti of Grendel/Big Brain Works. Season 1 Episode 7

FINRA Issues a Report on Digital Advice


A year ago, seven tech leaders came together. Here's what.

Tips for Effective Client Meetings

Wasn't the headline but this nugget stands out to me in.

Thinking In Bets by Annie Duke

Christiana Hay liked this

Building the Next Generation by Philip Palaveev

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Rob DeRosia liked this

Financial Planning 3.0 by Richard Wagner

Fidelity Access: A Breakthrough in Account Aggregation

Here's what an award-winning financial plan looks like - The Globe and Mail

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