Introducing the Inaugural INVENT 2021 WealthTech DevCon Produced In Partnership with T3 prweb.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from prweb.com Daily Mail and Mail on Sunday newspapers.
What You Need to Know
T3 attendees will be able to attend the ScratchWorks competition for free.
Meanwhile, Fidelity model portfolios are now available via JPMorgan’s 55ip tax-smart investment strategy platform.
RIA in a Box has acquired virtual desktop provider Itegria, the maker of AdvisorCloud.
Technology Tools for Today (T3) launched registration for the T3 Advisor and T3 Enterprise conferences, to be held back-to-back, Monday, Sept. 27 through Friday, Oct. 1, in Denton, Texas.
They were previously run as two separate events, at different venues and at different times of the year.
New this year is an event to be held in conjunction with the T3 conferences that is being run by ScratchWorks
CircleBlack Expands Executive Team with Strategic Chief Product Officer prnewswire.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from prnewswire.com Daily Mail and Mail on Sunday newspapers.
“The deal makes sense,” Joel Bruckenstein, president of Technology Tools for Today (T3), told ThinkAdvisor Tuesday.
“Everyone is focusing on ‘financial wellness’ and or financial planning. This clearly will strengthen AssetMark’s abilities in these areas, and it will give the Voyant products the distribution that they need,” he explained.
“The significance of” the AssetMark and Invesco announcements on Monday is that “they both are positioned to go head to head with Envestnet,” according to Timothy Welsh, president, CEO and founder of consulting firm Nexus Strategy.
(Invesco said Monday that it has combined five software businesses it acquired in recent years Intelliflo UK, i4C, Jemstep, Portfolio Pathway and RedBlack under the Intelliflo brand name.)