Register for the Moneyball for AI: How Wealth Management Firms Can Get The Most Bang for Their AI Bucks Webinar on July 23rd Here!

Financial Advisor Technology: 9 Apps to Improve Your Practice

This is a summary of panel discussion from the Tools and Technology Today (T3) Conference that took place February 11-13, 2013 in Miami, FL. Moderator: Joel Bruckenstein, T3 Panelists: Bill Winterberg, Founder, FPPad Davis Janowski, Technology Reporter, InvestmentNews This was probably one of the most popular sessions at T3. Unfortunately, the room was half the […]