The second day of the advisor tech fest brought tips on building a practice through social media, news around Black Diamond’s partnerships with Advizr and SmartX, and a sunset cruise along the Intercoastal.
Despite choppy markets, optimism was rampant at the tech conference as advisors got a glimpse of the latest digital advances both inside and outside the industry.
Portfolio accounting firm Orion Advisor Services opened the second day of the advisor technology gathering to unveil its next-generation trading and rebalancing platform.
Day 3 of the Technology Tools for Today (T3) conference opened up on a sunny Saturday in Dallas, which just also happened to be Valentine’s Day and the start to a three-day holiday weekend. As a...
Day two of the Technology Tools for Today (T3) conference started bright and early Friday with introductory remarks by conference organizers Joel Bruckenstein and David Drucker. ...
With recent high profile acquisitions of some of the biggest names in the RIA technology industry over the past couple of weeks—notably Advent Software being acquired by SS&C for $2.8 billion, Orion Advisor Services ...
