bloomberg.com/news/articles/…

Not a surprise. It was a matter of when and to who, not if. AssetMark Sold to PE Firm for $2.7B at.law.com/rrkp8o?cmp=sha…

IRS Waives 2024 RMDs for IRA Beneficiaries Under 10-Year Rule at.law.com/c26oRp?cmp=sha…

Envestnet's shares soar on Reuters report about 'receiving interest' for takeover, the latest in a line of reported attempts riabiz.com/a/2024/4/16/en…

AdvisorEngine and Franklin Templeton Unveil Integrated Goals-based Planning | t3 Technology Hub shar.es/agqSIS

Financial Services Veteran Scott Smith Joins Buckler as CEO | t3 Technology Hub t3technologyhub.com/financial-serv…

Congratulation Carson Group. Yo got one of the best in the business! Carson Group Names Dani Fava As Chief Strategy Officer wealthmanagement.com/news/carson-gr…

Carson Group Names Dani Fava As Chief Strategy Officer wealthmanagement.com/news/carson-gr…

What a win for Carson. She is a superstar! Carson Group Names Dani Fava As Chief Strategy Officer wealthmanagement.com/news/carson-gr…

SEC Fines Two Firms for Bogus AI Claims at.law.com/QYqwgC?cmp=sha…

SEC's Texting Crackdown Rages On, With RIAs Likely Next at.law.com/GvG3aj?cmp=sha…

I will be there. You should be there too!

It's true that I'm not at #OrionAscent and Daniel Crosby is.

But while I can't hear his genius in person, I can read it.

Thank you, Dan! This signed copy isn't going on the shelf anytime soon!

👋 to #OrionAscent attendees from Natalie Wolfsen - CEO, Brian McLaughlin - President, and Rick Williamson - Director of Brand Experience, as they prepare to take the stage to share how to navigate the currents of change and emerge as leaders in an unstoppable industry.

Very excited to officially kick off #OrionAscent with industry analysis from brand new (I think I’m still allowed to call her that?) CEO Natalie Wolfsen.

Starting here: The average 3-year growth rate for Orion clients was 33% 😳

7 Emerging Challenges for Advisors, and How Custodians Want to Help at.law.com/EK3kLo?cmp=sha…

At T3 event Josh Brown explained how his RIA, R... riabiz.com/a/2024/2/10/at… via RIABiz

Nice article by my friend and colleague John O'Connell about how advisors should approach technology selection
advisorperspectives.com/articles/2024/…

20 Years In, T3 Remains an Emerging Tech Barometer at.law.com/aULaZw?cmp=sha…

Advyzon Named Best All-In-One Software Solution for 7th Consecutive Year in 2024 Advisor Software Survey from T3 and Inside Information - businesswire.com/news/home/2024…