Ron Carson

Rise of the eAdvisor


Joel Bruckenstein’s T3 Technology Conference for Financial Advisors will Provide Tools and Advice for Growth in the Digital World

Fintech expert Joel Bruckenstein, CFP®, has announced the preliminary agenda for the eleventh annual T3 Technology Conference for financial advisory firms. A mix of technology providers, data scientists and financial advisors will spend the three official conference days talking about the rise of the eAdvisor and how to better serve clients while scaling and achieving growth. The biggest and best technology companies and custodians as well as an exciting array of new and emerging fintech innovators will showcase their wares and share their futuristic insights at the Marriott Harbor Beach Resort in Ft. Lauderdale, February 10-12, 2016. Pre-conference activities will occur on February 9th.

eMoney Advisor to Release New Digital Wealth Management Experience: emX


eMoney Advisor ("eMoney"), a leading provider of advanced wealth planning solutions for financial advisors, announced today that its completely reengineered digital wealth management solution for financial advisors and their clients, emX, will be released on December 12.

“Over the past 14 years, we’ve listened to the ideas and feedback from our clients who live and breathe financial advice, and turned it into the ultimate advisor platform,” said Edmond Walters, founder and CEO of eMoney Advisor. “But it’s the experience of emX that sets it apart from the original 360 and 360 Pro solutions you’ve seen from us before. emX solidifies the advisor/client relationship like no other tool available today.”

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