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Content tagged "T3"

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	Title	Date Published
	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	Friday 2.15.13
	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	Thursday 2.14.13
	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	Tuesday 2.12.13
	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	Wednesday 1.2.13
	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	Wednesday 11.14.12
	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	Friday 10.26.12
	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	Thursday 9.13.12
	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	Monday 8.27.12
	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	Monday 4.30.12
	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	Tuesday 2.21.12
	TD Ameritrade brings some Florida heat to the RIA winter The custodian rolled out a major event sprawled across multiple hotels	Monday 2.6.12
	EISI strikes a deal to cash out its shareholders The buyer, Zywave, is a force in the property-and-casualty world	Tuesday 10.25.11
	What Messrs. Bruckenstein, Drucker and Veres cooked up in a Chicago airport hotel The pilot effort to make a T3-like event with heavy admixtures of wealth management and practice management looked good	Tuesday 10.18.11
	How Advent plans to make money with purchase of 'break-even' Black Diamond Company execs tell Wall Street analysts that in-house Axys migrations will be more likely and more profitable	Thursday 9.1.11
	Former Microsoft executives are out to make Figlo compete with EISI The Dutch financial planning software has a solid history with European banks, and is gaining traction with RIAs	Thursday 7.21.11
	Envestnet unbundles portfolio management software for RIAs and it won't be a sideshow The Chicago firm serves 19,000 TAMP clients with technology, now it wants to take on Advent/Black Diamond	Wednesday 7.6.11
	How one RIA is running his practice on a Mac and finding it totally doable Sunit Bhalla is taking full advantage of Apple to make sure he stays a one-man shop	Wednesday 6.29.11
	T3 reflections: Where to watch for the next big advances in RIA technology Vendors are turning their attention to the part of the software that you see	Monday 2.28.11
	Eavesdropping on the T3 conference by four bloggers with four missions as attendees Social endurance needed as much as technical savvy at this technological event	Wednesday 2.23.11
	T3 Friday Liveblog - updated every two hours - latest: RIA and vendor critiques First day of official conference sessions kicks off bright and early at 8:00am	Friday 2.18.11
	Fidelity releases WealthCentral Mobile for the iPhone Android app to come in Q1	Friday 2.18.11
	Eavesdropping on the T3 Pre-Conference Miami Vice-style South Beach strolling and hustling for integration deals mix in balmy breezes	Friday 2.18.11
	The T3 conference heads to the Everglades -- and so does RIABiz Live-blogging from the industry's in-depth technology event comes on Friday	Wednesday 2.16.11
	The FPA's practice management event boasts two hot speakers in its first day California entrepreneur and NSA star are among the top draws	Tuesday 3.2.10
	The T3 conference hit its stride Friday with key speeches and a hum of activity An IBM big wig cleared up some issues surrounding 'cloud' computing	Monday 2.22.10
	Faces of the T3 conference in San Diego Top IBM-er lets crowd know that cloud computing is a nebulous subject	Saturday 2.20.10
	T3 conference sizzles under the hot San Diego sun RIA event is all about making expensive business decisions	Friday 2.19.10
	The T3 conference has a rebellious air and the makings of success Bruckenstein and Drucker channeled their frustration about industry conferences into creating a tech mecca for RIAs	Friday 2.12.10