T3 Technology Tools @t3techhub
The latest news plus in-depth reporting on financial services technology, plus special industry conferences specifically for RIAs, IBDs, etc. T3TechnologyHub.com Miami, FL Joined April 2016-
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ICYMI: Testimonial iQ debuted three new features at the #T32024 event in Las Vegas. Check out this great platform that helps RIAs compliantly collect and use client testimonials: t3technologyhub.com/testimonial-iq…
In this podcast episode, @ShannonRosic speaks with @FinTechie about technology's transformative impact on wealth management. They also discuss the T3/Inside Information Survey results, which were presented at #T32024. Listen here: wealthmanagement.com/wealthstack/we…
Dirk Pearson of @advyzon discusses how the T3/Inside Information Survey has recognized their firm as the top all-in-one platform for seven years in a row in this video interview with @wealth_mgmt. Watch here: wealthmanagement.com/technology/ele…
Don't miss @FinTechie and @JudMackrill at RFG's Advisor Retreat next week as they take the stage to discuss fintech innovation and disruption. #rfggrowth24 @RFGAdvisory
Part two of the Hot & Happening T3 podcast, recorded live at the 2024 T3 conference in Las Vegas, is out now! Host @marieswift discusses the biggest takeaways and insights with conference speakers, industry thought leaders, and advisors. swiftchats.libsyn.com/t3-technology-…
In this video interview with @wealth_mgmt, filmed at the @t3techhub conference, Advyzon COO Dirk Pearson shares how our focus on integrating cutting-edge technology like AI and machine learning, with a strong emphasis on customer engagement and success, has led to Advyzon being…
In this @wealth_mgmt interview, Christophe Gauthron, CEO of @KwantiAnalytics, discusses the T3 conference and the T3/Inside Information Survey. He also teases some of Kwanti's upcoming plans. Watch here: wealthmanagement.com/technology/how…
In this @wealth_mgmt interview conducted at #T32024, @sroza of @SoraFinanceUS illuminates the gap between client expectations for loan and credit management services and advisors' actual offerings. Watch here: wealthmanagement.com/technology/why…
.@MorningstarInc reporter Sheryl Rowling attended the #T32024 Conference this January, read her recap and key takeaways in this article: morningstar.com/financial-advi…
Via WMTV covering #T32024 in Vegas: Danielle White, CEO of @myriad Advisor Solutions, discusses cybersecurity trends impacting the wealth management industry. wealthmanagement.com/myriad-launche…
Award-winning fintech platform @advyzon announced a new custody and retail investment infrastructure integration with @apexfintech. Find the details in this article: t3technologyhub.com/advyzon-and-ap…
In this episode of Hot and Happening at T3 2024, recorded at the 2024 T3 Technology Tools for Today #T32024 conference, host @marieswift leads a conversation with Gary Carrai, Executive Vice President of Advisor Business Strategy at @LPL. Listen: t3technologyhub.com/hot-happening-…
In this guest post for Kitces.com, @craigiskowitz of the Ezra Group discusses highlights from the 2024 T3 Conference held in Las Vegas January 22-25, 2024. Read the article: kitces.com/blog/t3-adviso…
Look who it is! Our very own @FinTechie is in Phoenix this week, making appearances at a symposium for @NAPFA and the @advyzon #TAC2024 #AdvyzonConference. Here Joel is speaking with @wealth_mgmt reporter @ShannonRosic - can't wait to see the produced video!
.@FinTechie, joined @BobVeres on stage yesterday at the @advyzon Conference in Phoenix. Moderator @ShannonRosic added poise and asked some challenging questions. Follow along using the hashtags below if you'd like to see more of what's happening at #TAC24#AdvyzonConference
In this edition of T3 Reflections, Danielle White of @MyriadAS shares, “This environment fosters networking, learning, and collaboration, making it an empowering experience for women navigating the dynamic landscape of technology and finance.” Read here: t3conferences.com/t3-reflection-…
Heads up! This year’s #T32024 Social Media Contest will end on March 1st. There’s still time for you to increase your odds of winning. Rules and details are available by clicking the link below. t3conferences.com/heads-up-the-b…
This @investmentnews article dissects the 2024 T3/Inside Information Software Survey report presented at #T32024, with insights that advisors looking to upgrade their tech stack may find beneficial. Read here: tinyurl.com/IN-T32024
Explore our exclusive photo essay from Day 4 of the 20th-anniversary Technology Tools for Today Conference, hosted at the Cosmopolitan Hotel & Resort, Las Vegas, on January 25, 2024. #T32024 Watch here: vimeo.com/910107294?shar…
Join us for a free webinar: Beyond the Buzz: Navigating the Fintech Frontier with @FinTechie and @BobVeres on Thursday, Feb 29, 2024 at 3:00PM CST as we dive into the heart of the fintech landscape in this exclusive webinar tailored for financial advisors. register.gotowebinar.com/register/48030…
MichaelKitces @MichaelKitces
86K Followers 483 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Samantha Russell 👩.. @SamanthaTwenty
14K Followers 492 Following Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
Aaron Klein @AaronKlein
20K Followers 418 Following Husband and Dad to your typical, average Korean-Ethiopian-American family. Co-Founder and Founding CEO at Nitrogen. Striving to live Isaiah 1:17. Love Idaho.
Daniel Crosby @danielcrosby
34K Followers 11K Following Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard Deviations
Craig Iskowitz @craigiskowitz
10K Followers 5K Following CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
Tina Powell @tinacpowell
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PENNY PHILLIPS @ThrivosLLC
8K Followers 2K Following Pres/Co-Founder, Journey Strategic Wealth. Industry consultant & speaker. Real talk to combat all the b.s. in this industry. Life long NYer. Greek-American
Jeff "The Buckinghamm.. @CPAPlanner
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Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
Sheryl Hickerson 🙋.. @BionicSocialite
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Anthony Stich ➡️ .. @anthonystich
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Marie Swift @marieswift
8K Followers 2K Following Marie Swift is a PR and Marketing professional serving the financial services industry: More at https://t.co/ODJ0THj1MQ and https://t.co/FsnhHa1Al6
WealthManagement.com @wealth_mgmt
58K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Sonya Dreizler @SonyaDreizler
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Gavin Spitzner @gspitzner
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StreetCred PR @StreetCred_PR
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ROBERT SOFIA @robertsofia
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Craig Lemoine, PhD, C.. @HigherEdCraig
1K Followers 790 Following Director of the Personal Financial Planning Program @ The University of Illinois. Editor - Journal of Personal Finance.
CrYpto-Plus @Cryptoplus202
17 Followers 115 Following For any free crypto opportunity,😍🔥 https://t.co/zJK3ukqGiE follow this channel👌👇👇 https://t.co/zJK3ukqGiE https://t.co/QVkO83saa2
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Skye Brusseau @BrusseauSk25418
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🤴Edsøn Líma 17 &.. @17Filhao
391 Followers 8K Following 🤴Edsøn Líma CEØ 0017XVi! ...™ 👑👀👽🌐E™✈️🚀🛰 •|🌐ETEC___ 📊Bolsa de Valores @YahooFinance 📉💹🏧 @CasaReal 👸E👸🏻ML👸🏽EL
Precious Hugill @PreciHugi
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Dominic Jenkins @dominic33888
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Kit Poulisse @pouli_kit
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abuirfan abdulloh @abuirfanab50352
1 Followers 51 Following
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Parker @kerstanza16
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Hooker Digital @Hooker_Digital
40 Followers 64 Following Business Intelligence Agency — Growth Strategies, Research and Consulting 🧰
jarrid berry @pearsonvue100
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BankerAdvisor @BankerAdvisor
807 Followers 5K Following BankerAdvisor is the world's largest financial services review platform. Reviews, ratings, and resources for selecting financial services providers.
Cathy Curtis @cathy__curtis
457 Followers 6K Following CFP®, I run a financial planning/investment firm helping women lead successful financial lives #CNBCFACouncil #swimmer #yogini #bookworm #fashionista
Dan Johnson @1980dcj
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coulibalysekouba @coulibalys78425
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FynancialMick @FynancialMick
12 Followers 94 Following
SMKG:OTCQB Paytech, F.. @OtcSmkg
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adrianwilson @adrianwils27028
91 Followers 568 Following
Andy @AndySmalljagc
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Anita Fox @anitafox1
139 Followers 999 Following mom. wife. daughter. sister. friend. communications executive. views are my own
fredrick emmanuel @FEmmanuel11394
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Story Of Me @storyofme_co
127 Followers 867 Following We are a marketing solution platform powered by storytelling, with services tailored to sustain business growth, develop brands and help deliver quality content
Sara H @SaraHilliard
204 Followers 654 Following Strategy | Transformation | Product Management | Financial Services | Digital | Wealth Management | Client Experience | Technology | Operations | Comms
ueueuuri @EvelynCeli17860
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ChloeCi @ChloeCiuf
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sanjay nandi @sanjay31nandi
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Allen He @AlanhecaHe
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George Taylor @GTaylor523
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AI_Algos @algos_ai29154
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Doug Anweiler @YouLiveTheBrand
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anthonyslater @anthonysla47509
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Insights_JohnA @Insights_JohnA
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Jeff Morgan @finadvisortech
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Jason Gentile @Jasongentile27
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Sonia Sandhu @sonia_sandhu72
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Jason J. Hamilton @jasonj_hamilton
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Larissa Lapierre @Larissacoffee
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XRATED🔞 @MthabihM
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Ryan Pine @AuburnRP
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MeroMero @jcabrer
274 Followers 717 Following Ohio guy; Dad, Usmc, overall optimist, options/crypto momentum trader -
MichaelKitces @MichaelKitces
86K Followers 483 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Samantha Russell 👩.. @SamanthaTwenty
14K Followers 492 Following Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
Aaron Klein @AaronKlein
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Carl Richards @behaviorgap
54K Followers 712 Following Pay attention to money and your relationship with it will change.
Daniel Crosby @danielcrosby
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Craig Iskowitz @craigiskowitz
10K Followers 5K Following CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
Tina Powell @tinacpowell
5K Followers 4K Following Faith In God ✝️ Partner, Chief of Community @intention_ly Host🎙️In The Suite Podcast TEDx Speaker 🫁Lung Cancer Survivor #NSCLC #Exon21 #Tagrisso
PENNY PHILLIPS @ThrivosLLC
8K Followers 2K Following Pres/Co-Founder, Journey Strategic Wealth. Industry consultant & speaker. Real talk to combat all the b.s. in this industry. Life long NYer. Greek-American
Jeff "The Buckinghamm.. @CPAPlanner
27K Followers 628 Following "Lead Fin Plan Nerd", https://t.co/mQhLEvNLAj | Chief Planning Officer, Buckingham Wealth Partners | Relentless learner/educator | Dad x 3 + husband | Opinions are my own
Jamie Hopkins @RetirementRisks
12K Followers 1K Following SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
Sheryl Hickerson 🙋.. @BionicSocialite
9K Followers 6K Following CEO & Founder of @FemalesNFinance - a 5000+ member support network | Wife to @DarrellMobilePT | Mom of 6 | Grandma of 10 | I love my Aussiedoodle, Miss Mable 💕
Anthony Stich ➡️ .. @anthonystich
4K Followers 874 Following FinTech executive. Formerly @InvestCloud & @NaviPlan. Investments in @OnrampInvest & @AdvicePay. I wear #purpleshoes, talk #FinTech, & sling #Saas.
Marie Swift @marieswift
8K Followers 2K Following Marie Swift is a PR and Marketing professional serving the financial services industry: More at https://t.co/ODJ0THj1MQ and https://t.co/FsnhHa1Al6
WealthManagement.com @wealth_mgmt
58K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Brian Portnoy @brianportnoy
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Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Liz Ann Sonders @LizAnnSonders
412K Followers 682 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9uc
Tyrone V. Ross Jr. @TR401
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Elena Krasnow @elenaspeaking
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FA Magazine @FAMagazine
195 Followers 105 Following Financial Advisor provides readers with sophisticated planning and investment strategies to help them better manage their affluent clients. https://t.co/1DqoX6FRQq
FinArt @TheFinArtist
1K Followers 1K Following Branding and Design for Finance and Fintech | [email protected] |
Content 151 @Content151
480 Followers 280 Following The next best thing to doing your own marketing. Built for financial advisors.
Morgan Ranstrom, CFA,.. @morganranstrom
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Trust & Will @trustandwill
3K Followers 170 Following Modern estate planning and probate to help every family leave a legacy. 💙
Sora Finance @SoraFinanceUS
266 Followers 16 Following AI-driven debt financing platform (consumer and small business) empowering advisors and their clients with the best market rates and holistic debt management.
Kendra Galante @kendralante
2K Followers 3K Following VP of PR. Boy mom. Hockey mom. Yoga mom. Ravenclaw. #FinServ #FinTech #WealthManagement
OFC Wealth Management @OfcWealth
14 Followers 56 Following Fee-only Comprehensive Financial Planning & Wealth Management boutique firm dedicated to empowering clients and providing ongoing financial guidance
Prota Financial @ProtaFin
179 Followers 613 Following Organize your Finances. Build a Plan. Grow your Wealth. As a Dave Ramsey SmartVestor, our goal is for you to be secure in your financial life.
Joe Moss @joemoss_xyz
257 Followers 742 Following The RIA Tech & Marketing Guy | Community builder at ProAdvisorSuite & Conneqtor | Join my free community ⬇️
Dani Fava @ENVDani
2K Followers 184 Following Seeking Financial Wellness for Everyone. And 90's rap battles from anyone. https://t.co/y1XMY4vR4P
Ashley Quamme, LMFT, .. @bamconsults
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YourStake @Your_Stake
209 Followers 327 Following YourStake is on a mission to make scalable personalization easy to implement into your practice.
Jonathan Perrin, CFP�.. @jperrin46
2K Followers 1K Following Oklahoma State Alum | Ex Pro Pitcher ⚾️ | CERTIFIED FINANCIAL PLANNER™ | Tweets are not advice
Income Lab @WeAreIncomeLab
521 Followers 318 Following Income Lab is the only provider of software for true dynamic income planning for financial advisors. Our mission is to revolutionize retirement planning.
Zach Melloh @zachmelloh26
6K Followers 910 Following I Help High Earners Craft Financial Plans, Plan for Tax-Events, Minimize Estate Tax, & Invest Tax-Efficiently | CFP Candidate | DM’s Open | Tweets ≠ Advice
MileHigh @BigBlueBlocks
441 Followers 830 Following
CCybulski, CFP® @cybulski_c
285 Followers 618 Following Former journalist current Financial Planner and CFP® helping business owners and equity compensated folks who need a plan, process, and partner.
Michael Gant @mgant
212 Followers 1K Following Financial Advisor. Lifelong Badger and Packer fan! Interested in travel, tech, good food, live music, and the occasional round of golf..
Samantha Allen @samanthajoallen
1K Followers 2K Following Marketing leader and author of the #DigitalDebrief. Passionate about telling brand stories online. Runner. Mom. Relentless Husker fan. She/her | Gryffindor
Zach Lindgren @lindgren_zach
257 Followers 212 Following Using Technology, accelerating the growth of Wealth Management firms • #FinTech #innovation #GirlDad
The White Report @TheWhiteReport_
14 Followers 28 Following Designed to provide entrepreneurs in the independent investment advisory and financial planning fields with a myriad of ideas to fuel business success.
Caitlin Cook 👁️�.. @DeadCaitBounce
30K Followers 4K Following The get outside girl // TradFi turned DeFi // Marketing & Comms Overlord contributing to @HxroNetwork // Advisor @ThePepperDEX // @moonwalkfitness lover
Nicole Casperson @nicolecasperson
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FinTrak Software @fintraksoftware
958 Followers 2K Following We're an award winning FinTech company bringing solutions on Core Banking, IFRS, MPR and more. We deploy across Africa. Support & Customization is our DNA.
Matt Audette @maudette2
1K Followers 1K Following Chief Financial Officer, LPL Financial. Member https://t.co/iVPauHhqib & https://t.co/6DHATlNWR4
JConnelly @JConnellyNYC
4K Followers 3K Following JConnelly is a leading integrated communications and digital media agency where your brand is understood, enhanced & fiercely protected.
Equita Financial Netw.. @EquitaFn
81 Followers 85 Following We're committed to changing the financial planning industry with a community that empowers women advisors to do their life’s work and build thriving businesses.
Wasatch Capital Advis.. @WasatchA
2K Followers 2K Following Build a relationship with a fiduciary, "Fee Only Financial Advisor." As your business & life change, we will help you make wise business & financial choices.
Finology Software @FinologyTech
14K Followers 996 Following Student loan repayment planning tools for advisors.
Lumiant @Lumiant_io
499 Followers 1K Following Lumiant is an award-winning cloud-based advice and client engagement platform, where clients and their advisors connect around their lives, values and finances
Joey Santos-Jones @JoeySantosJones
205 Followers 352 Following Director of Editorial Content for @usa_retirement. Editor of Plan Consultant Magazine. Bad Golfer, Avid Runner and @RedSox Fan.
Advintro @Advintro
72 Followers 377 Following Outsourced, fractional #fintech sales and business development
Milestone Advice Grou.. @JudiMohrCFP
13 Followers 120 Following Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
AdvisorHub @advisorhubinc
9K Followers 98 Following Breaking news, unvarnished commentary and compensation information for financial advisors
Drive Technologies @DriveTechuae
401 Followers 3K Following 🚘Driving businesses forward with innovative solutions. Unlock your company's full potential with our tailored services.🤩
Chelsea Ransom-Cooper.. @Chelsea_CFP
2K Followers 1K Following Empowering women to build wealth through equity! 💸 Founding Partner & Financial Planner @networthzenith | Investment News 40 Under 40 | Young Advisor to Watch
Elliott Appel @ElliottMAppel
2K Followers 1K Following Founder and Financial Planner, Kindness Financial Planning. Tweets not advice. https://t.co/Xk1RcH2hSf
david evensky @EvenskyDavid
367 Followers 2K Following
Clarus Wealth Ltd @ClarusWealthLtd
128 Followers 233 Following Clarus Wealth are a fully independent Chartered financial planning and wealth management firm with offices in Surrey and Somerset.
Brandon Gage @BrandonLeeGage
180 Followers 118 Following SVP Technology United Capital Financial Advisers
Chris Caruso @chrismcaruso
455 Followers 324 Following Co-Founder & Managing Partner At Veritas Wealth Partners LLC
3xEquity @3xEquity
575 Followers 684 Following The Authority on Financial Advisor Transitions and Practice Valuations. Our online transition tool helps you secure offers from top BDs. Free & 100% anonymous!
Steve Chappell @schappelljr
158 Followers 360 Following Passionate about world-changing ideas and inspiring healthy habits. Cyclist. Father.
Cheryl Nunn, MBAe™,.. @CherylNunn
20K Followers 2K Following #StartUp to #BusinessSuccession | Personal #Brand Development #CEO | #CFO | #MBA | 🌱 Biz Growth Strategies | Tweets are NOT advice.
HHAdvisor @HhAdvisor
27 Followers 80 Following
Abundo @abundowealth
502 Followers 60 Following Abundo is on a mission to change the financial advice industry by bringing low cost, conflict-free, comprehensive financial planning to everyone.
Kevin J. Oleszewski C.. @K_Oleszewski
181 Followers 252 Following Dad, Husband, Educator, Author, Financial Planner and Part-Time BBQ Guy. “Your occupation is what you do, not who you are”
In this video interview with @wealth_mgmt shot onsite at the @t3techhub conference, Kwanti founder Christophe Gauthron explains how the T3/Inside Information Survey reaffirms our commitment to user satisfaction, driving our development focus. Watch now: wealthmanagement.com/technology/how…
In this @wealth_mgmt interview, Christophe Gauthron, CEO of @KwantiAnalytics, discusses the T3 conference and the T3/Inside Information Survey. He also teases some of Kwanti's upcoming plans. Watch here: wealthmanagement.com/technology/how…
.@advyzon announced two new additions to its executive team: Kartik Srinivasan as President of Advyzon Institutional and Dave Goes as President of Enterprise Sales. Find all the details in this news release via @YahooFinance: finance.yahoo.com/news/advyzon-e…
In this video interview with @wealth_mgmt, filmed at the @t3techhub conference, Advyzon COO Dirk Pearson shares how our focus on integrating cutting-edge technology like AI and machine learning, with a strong emphasis on customer engagement and success, has led to Advyzon being…
In this @wealth_mgmt interview conducted at #T32024, @sroza of @SoraFinanceUS illuminates the gap between client expectations for loan and credit management services and advisors' actual offerings. Watch here: wealthmanagement.com/technology/why…
Christophe Gauthron, CEO and Founder of @KwantiAnalytics discusses the nuances of operating a fintech company, Kwanti's recent achievements, and more in this @ValiantCEO_ exclusive interview. Read the full interview here: valiantceo.com/christophe-gau…
Award-winning fintech platform @advyzon announced a new custody and retail investment infrastructure integration with @apexfintech. Find the details in this article: t3technologyhub.com/advyzon-and-ap…
.@JonnySwiftIC and @DoriRThomas are having a great time at day two of the inaugural Advyzon Conference! Don’t miss Jonny’s breakout session with Kristina Hall of Hall Social where he will cover advisor marketing, SEO and online presence, social media, and more! #TAC24
In this edition of T3 Reflections, @EricRClarke of @orionwealthtech shares his excitement for the 2024 T3 Conference that took place January 22-25 in Las Vegas. Clarke explains, “Every year, T3 is on my top priorities list.” Continue reading: t3conferences.com/t3-reflection-…
Thank you @t3techhub your show is always one of the first to go in my diary each year. Anyone in the UK interested in attending #T32025 please DM me I’m trying to coordinate a contingent of UK delegates next January
T3 is always happy when UK FinTech expert and correspondent @ianmckennaftrc joins us for a T3 conference. His favorite session at #T32024, for the second year running, came from Brian Edelman of @FCI_Cyber. Read the full article here: moneymarketing.co.uk/opinion/ian-mc…
In the latest NAPFA Nation Podcast episode, @marieswift, Founder and CEO of Impact, interviews @NYwealthadvisor, Managing Partner of Sincerus Advisory. Listen to “Pursuing Purpose: From the Olympics to Philanthropic Wealth” here: napfamindsetmastery.libsyn.com/napfanation/pu…
Check out the #T32024 Day 3 - Photo Essay that features exclusive images from Day 3 of the 20th-anniversary Technology Tools for Today Conference, held at the Cosmopolitan Hotel & Resort in Las Vegas on January 24, 2024. Watch here: vimeo.com/910106360?shar…
This @FWReport article shares key insights from #T32024. Although AI wasn't the star of the event, it's a pivotal topic for wealth advisors. @FinTechie emphasizes AI as a game-changer, predicting its ubiquitous presence in advisor tech within years. Read: familywealthreport.com//article.php?i…
T3 is always happy when UK FinTech expert and correspondent @ianmckennaftrc joins us for a T3 conference. His favorite session at #T32024, for the second year running, came from Brian Edelman of @FCI_Cyber. Read the full article here: moneymarketing.co.uk/opinion/ian-mc…
In this edition of T3 Reflections, @Downtown of @RitholtzWealth shares his excitement for the 20th anniversary of the T3 Conference, which took place in January 2024. Read: t3conferences.com/t3-reflection-…
In our latest news release, read more about our stellar results in the 2024 Software Survey from @t3techhub and @BobVeres' Inside Information, plus learn more about why we recently received the 'Wealthtech Firm of the Year' award from @wealth_report: citybiz.co/article/519992…
The CEO of @MyriadAS came to Future Proof to talk tech and make business connections — seeing a flash mob formation was just a bonus. @justinlmack #fintech #financialadvisors #techsolutions bit.ly/3uouR1z
In this episode of Practical Wisdom from @ACP_Planners, Sheila Padden, founder of Padden Financial Planning, discusses what is required to create a comprehensive financial plan. Listen here: soundcloud.com/practicalwisdo…
In this article, @advisorhubinc and @3xEquity present their top three takeaways from the 2024 T3 Conference that took place this January. Read: advisorhub.com/resources/our-…
Have you seen the latest T3 / Inside Information software survey for financial advisors? Use it as your "shopping guide" as you go out into the marketplace to look for new and better tech solutions for your financial planning/investment advisory firm: t3technologyhub.com/joel-bruckenst…
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