T3 Advisor Conference

7 Game-Changers from the T3 Advisor Conference

Industry focus. Relentless focus on gathering knowledge. A burning desire to stay up-to-date on the latest technology trends in wealth management. These are all of the reasons that I spent the week in Fort Lauderdale attending the T3 Advisor Conference and did not go home early to be at the Eagles Super Bowl Parade. Forty years […]

financial planning software

Figlo Swings for the Fences Against Financial Planning Software Heavyweights

Earlier this year, we held a financial planning software throwdown here at Wealth Management Today between eMoney Advisor and MoneyGuidePro—two of the most popular financial planning applications on the market. We scored both packages on a five-point scale in seven categories: user experience, client portal, planning, analytics and reporting, integrations, security and cost. Both tools scored […]

T3 Conference

T3 Enterprise: Best Tweets of the Conference

What can you do if, like me, you were unable to attend this year’s T3 Enterprise Conference?  If you were too busy to make it to the Bonaventure Resort & Spa, right outside of beautiful Fort Lauderdale, FL?  If you missed hearing some of the industry’s leading vendors announce their new product offerings? Don’t worry, there’s […]