I’ve been spending the week in San Diego at the T3 Advisor Conference 2020.
There has been an amazing amount of news to come out this week, so for this blog I’m simply assembling a roundup of the press releases that caught my eye this week.
StratFi & AdvisorPeak Partner to Help Advisors Easily Manage Entire Investment Lifecycle
FMG Suite Adds New AI-Powered Content and Announces Record Business Growth
Hitting $12B in AUM, Carson Doubles Down on Cutting Tech Costs for Partners
Indyfin, a Unique Growth Solution for Financial Advisors, Launches in Texas
Andrew Altfest Launches New AI-Driven Advisor Technology, FP Alpha
Folio Financial to Present on Digital Wealth and Direct Indexing Capabilities at T3 Advisors Conference
Orion’s New User Interface Reimagines Advisor Experience, Surfaces Actionable Workflows
ETFLogic Announces a new Product Release Bringing Powerful Enhancements to the Advisor Workflow with Model Marketplace and Portfolio Building Tools
Skience 12.0 Launches Household-Level, Multi-Account Opening Functionality for Advisors
Whealthcare Planning, LLC Names Industry Veteran Kevin Ruth as Interim CEO
RIA in a Box Launches Open API for MyRIACompliance® at T3 Advisor Conference
CircleBlack Selects Redi2’s BillFin™ for Advanced Fee Billing Partner
Financial Advisors Can Now Provide Medicare Guidance to Clients Without Having to Become Medicare Experts or Sell Insurance
fpPathfinder to Announce Enhanced Interactive Resources for Financial Planners at T3 Advisor Conference
Covisum Offering Practice Management Resources for Financial Advisors
Financial Advisor Software Survey Results Unveiled at T3 Conference in San Diego
Advice Systems, Inc. Unveils AI Driven Automated Personal Financial Advice Software at the 2020 T3 Advisor Conference
LPL Financial Enhances Clientworks Connected Through Integration of Advisoryworld and New Account Opening Tools
Motive Partners Acquires Majority Interest of Fiserv Investment Services Business, Unveils Rebrand and Growth Vision
Twenty Over Ten Launches Lead Pilot, an Inbound Marketing Solutions for Financial Advisors Built to Drive Qualified Prospects Through Hyper-Personalized Content Marketing
LifeYield Fortifies AdvisorPeak With Industry-First Tax-Smart Asset Location and Smart-Household Rebalancing
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