News, Vision & Voice for the Advisory Community


The ChatGPT write-up of the 2023 T3 conference in Tampa where it was a hot topic of conversation

The vaunted artificial intelligence pilot tool cited Bill Winterberg, Shirl Penney, robos and the move of advisor technology to the cloud

March 17, 2023 at 7:00 PM
no description available
ChatGPT has a ways to go before it overtakes this man as a news source about T3 (Technology Tools for Today).
Brooke Southall and Keith Girard contributed to the editing of this article.

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How Edelman Financial Engines spin-off deal became a RetireOne engine that's heating up the RIA annuity game again

The fee-based annuities marketplace of Aria Retirement Solutions adds Edelman's broker-dealer, 6,000 clients, 'hundreds of millions' in client assets and an old hand

November 20, 2019 at 10:19 PM

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Top Executive: Joel Bruckenstein

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