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January 26, 2024
Double-digit percentage point gains in both were notable findings in the annual advisor tech survey revealed at the T3 conference this week
November 17, 2023
Also, Income Lab selects BridgeFT's WealthTech API and more.
June 14, 2023
The June 2023 issue of the latest in financial #AdvisorTech includes Riskalyze's rebranding and InvestCloud's executive exodus.
May 24, 2023
The latest in financial #AdvisorTech for May 2023 starts with the news that Betterment entered into a $9 million settlement with the SEC.
May 17, 2023
The tool includes the option to run plans through real-life historical scenarios.
March 23, 2023
OVERLAND PARK, KS / ACCESSWIRE / March 23, 2023 / Income Solver is ranked #1 for the third year in a row in the category of "Retirement Distribution" Software by advisors in the T3 Technology survey of
June 17, 2022
A milestone for Pershing at INSITE, Financial Engines rolls out quasi-tech decumulation tool, and Percent to make CDSs safer for accredited investors.
May 6, 2022
Insights and anecdotes our technology columnist brought home from T3's enterprise day in Texas.
March 21, 2022
Retiree Inc.s CEO says good intentions can go wrong such as when a Roth conversion raised a client’s Medicare premium an outcome that “will likely” get the advisor “fire[d].”
January 12, 2022
Michael Kitces' January 2022 column on the latest in financial #AdviserTech looks at four major trends shaping AdviserTech.