A new report, based on a survey completed by 4,495 financial advisors and planners, shows the total market share and average user ratings for more than 500 tech solutions in 39 different categories. Join co-author Bob Veres as he discusses the data from the T3/Inside Information Software Survey, some of the surprises, and the direction that the tech marketplace is evolving.

Retail Orientated – investment advisers, wealth managers, financial advisors and broker-dealer registered representatives. In addition, back-office/support functions, including those in compliance, marketing, and supervision roles at broker-dealers, registered investment advisers, and insurance companies.

​During the past couple of years, we have navigated some of the most complicated, challenging, and emotionally complex markets of all time.

Financial advisors know that their clients often make investment decisions that may not be purely rational.

​In this presentation, we will discuss the problem facing investors and advisors that are trying to generate dependable income without damaging principal: rising interest rates. Bonds of all descriptions (treasuries, corporates, municipals, high yield) have fallen sharply in 2022 and threaten to continue moving lower as interest rates continue rising.

​Learn how to rock video powerfully and authentically to build trust, add value and create time efficiencies.

​Increasingly, especially since Covid, advisors are finding success in new digital marketing techniques.

​Please join the African American Knowledge Circle we kick off our national DEI webinar series during Black History Month.

​Personal and professional goals are top of mind at the beginning of each year and in many ways, those goals are a form of self-care.

​With many clients accustomed to their annual investment review, the client review meeting is your chance to demonstrate financial plan success and rebalance client priorities toward a better financial future.