Technology

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 result, the final day at T3 was...

More than 1,400 registered investment advisors holding accounts with Shareholders Service Group will soon have discounted access to Vestorly’s digital marketing software suite. The partnership, which SSG and Vestorly are expected to...

During a panel on cybersecurity at the 2015 T3 Conference in Dallas, William French, the vice president of risk management at Fidelity Investments said that 88 percent of broker/dealers and 74 percent of financial advisors have experienced some...

Early on in 2015, one of the standout trends in financial technology is the release of new platforms that allow advisors to access all of the services they use from a single dashboard. TD Ameritrade launched Veo One in January at the National LIN...

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 being acquired by TA Associate...

CLS Investments and Riskalyze teamed up Thursday to launch an automated asset management platform to help financial advisors scale their services for lower-end clients. Advisors can plug the new platform, called AutoPilot, right into their websi...

Unlike the previous Home Depot and Target data breaches, the most recent attack on insurance carrier Anthem Inc. could have a bigger impact on advisors. Jamie Cox of Harris Financial Group said Wednesday his office received a phony call from...

Note: Marie Swift is currently providing marketing and communication services to the companies mentioned in this article...

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