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Joel Bruckenstein, president of Technology Tools for Today (T3), has launched registration for the T3 Advisor and T3 Enterprise conferences. Formerly run as two separate events at different venues at different times of the year, the post-pandemic plan for 2021 is to run the two events back-to-back beginning Monday September 27 and concluding on Friday, October 1, 2021, in Denton, Texas.

After a year in which digital communications took center stage in enabling financial advisors to stay connected with clients and prospects, Advisor Group has announced new internal reporting on the results achieved by users of its MyCMO digital marketing platform.

We're back into stratosphere territory, with the top fintech deal of the week topping a jaw-dropping $600M and the second at $300M.

For those of you who haven't gone out to fund-raise to this sector, let me share a little about it with you. You come to an institutional investor with a new strategy - backtested and perhaps even running money currently. They then look at you and ask for a series of greeks on the strategy - deltas, alphas, betas - god knows what else - and then tell you they need you to have a 3 year live track record and at least $200M in AUM before they can continue the discussion.

DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...

Meet Tony Petrilli of Orbis Systems and View Trade Holding Corp., whose subsidiaries are the backbone to some of the largest fintech platforms, institutions, broker dealers and RIAs in over 20 countries on 4 continents, providing them with the infrastructure, and direct, cost-efficient access to the U.S. markets.

CogniCor, the leading provider of artificial intelligence-powered digital assistants for the wealth management industry, today announced the launch of three new digital assistant modules to help wealth management firms support their employees and advisors with scalable solutions to their most labor-intensive and time-consuming operational issues and raise the efficiency and productivity of firms’ internal support functions.

Friends, we have some GREAT content for you to read today! My personal favorite involves the tall tale of a New Jersey deli (and yes, there is a fintech tie to this piece inasmuch as we're talking about publicly traded company, shockingly). Here's a recap of our latest content posted for our readers this week!

Feeling sad you missed out on the big money making run up in crypto? Outbid for that digital art NFT? Not invited into that SPAC that just merged with Elon Musk's spaceship? Well, don't despair. There is HUGE money in New Jersey delicatessens.

Even before the pandemic upended traditional prospecting channels, many advisors saw the potential advantages of embracing social media. Facebook alone had more than 2.7 billion monthly active users in 2020. But it hasn’t always been obvious to our industry what could - and should - be done with social media.