Articles tagged "T3"
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How big companies stampeded to T3 with big bucks and how it affects the once maverick RIA software show
Broker-dealers, custodians, Salesforce and TAMPs are paid more and played more in Anaheim
February 13, 2014 at 5:49 PM
Joel Bruckenstein convenes a wholesale version of T3 for IBD execs who choose software for thousands of reps
In his usual no-frills style, the technology guru brought together 200 broker-dealers and tech execs where airplanes thunder in Chicago
November 7, 2013 at 7:02 PM
Davis Janowski gets scooped up by Wealthfront
The longtime IN technology voice will now straddle Silicon Valley and the East Coast in a new role
August 7, 2013 at 11:51 PM
Postscript: What exactly should we make of the T3 phenomenon?
True, software vendors themselves may be more enthused than advisors, but the conflagration of information-sharing ventures on RIAs' behalf is no footnote
February 15, 2013 at 6:02 AM
T3 goes big in Miami but Fidelity steals the show with avatar advisors and smart coffee tables
Joel Bruckenstein's hype about his event's must-see status ain't hype as virtually every RIA technology vendor -- from behemoth to garage dweller -- put on a show for advisors
February 14, 2013 at 3:43 PM
Schwab bluntly reviews PortfolioCenter to coax thin-skinned software vendors to its Zagat-like forum
Our take on Schwab's self-review: It's disarmingly fair but short on specifics -- and just plain short
February 12, 2013 at 6:50 AM
Where RIA technology stands heading into 2013 after 2012 lost some steam
Philip Palaveev, Mike Golaszewski, Spencer Segal and Joel Bruckenstein weigh in on whether the 'mega-solution' will gain traction vs. the mix and match option
January 2, 2013 at 5:30 PM
Schwab bids to become the 'Zagat' of RIA technology and to nix ink signatures from RIA life
Neesha Hathi presents the dueling intiatives as next steps in her custodian's march toward serving 7,000 advisory firms
November 14, 2012 at 5:23 PM
Schwab adds element to plug-and-play technology with eye toward existing RIAs, not just fresh wirehouse recruits
NetDocuments will put electronic files right into the CRM window for RIAs using Schwab OpenView Integrated Office
October 26, 2012 at 3:59 AM
Advent envisions a cloud-based world under stormy Las Vegas skies at the software giant's annual confab
With more than 100 breakout sessions -- not counting Black Diamond's dozen -- the conference provided deep dives into the joined firms' bag of wares
September 13, 2012 at 4:44 AM
After a year under wraps, Laser App unveils a new "anywhere" product at its sixth annual conference in San Diego
Laser App Anywhere is, from its cloud, fundamentally different from the company's legacy desktop, server-based software products
August 27, 2012 at 3:29 AM
Finance Logix makes a splashy bid for RIA business with its inaugural conference in Las Vegas
The coming of Windows 8, the cloud, the massive adoption of mobile technology and tools for retirement income planning were hot topics at the Sin City confab
April 30, 2012 at 4:06 AM
RIAs flock to Dallas for the T3 technology conference
The seventh annual gathering drew 500 advisors, execs, software vendors and custodians with integrations, mobile apps and clouds on their minds
February 21, 2012 at 6:17 AM
TD Ameritrade brings some Florida heat to the RIA winter
The custodian rolled out a major event sprawled across multiple hotels
February 6, 2012 at 4:33 AM
EISI strikes a deal to cash out its shareholders
The buyer, Zywave, is a force in the property-and-casualty world
