RIAs

Financial industry leader Joel Bruckenstein and his event planning team are in the final stages of preparing for the third annual T3 Technology Conference for large RIAs and IBDs interested in learning about the latest and greatest enterprise solutions for their firms. The event will take place at the Bonaventure Resort and Spa in Weston, Florida (a short and lovely drive from the Ft. Lauderdale airport). The opening night reception and pre-conference events take place November 2, 2015. The conference runs November 3rd and 4th. The full conference agenda is available for viewing at http://www.t3enterpriseconference.com/agenda.

Designed to bring together company decision-makers with the creators of the industry’s most innovative technology solutions, this annual industry gathering has become the place to learn about and do research on the best marketing, productivity and workflow solutions available.

Right out of the gate, iRebal is quickly winning over RIAs, saving precious time by making it easier to keep allocations on target and harvest tax losses

Many advisors know that TD Ameritrade Institutional’s¹ iRebal® on Veo® can help quickly rebalance client portfolios, manage cash flows and harvest tax-losses, but early users say this time-saving technology does something else even more valuable: restores balance to their workday.

A Faster, Smarter and More Flexible Tool for Advisors

Riskalyze, the company that invented the Risk Number™, today announced a big upgrade to the Portfolios feature of its flagship risk engineering software for investment advisors.