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Thought Leadership

Future Shock: Ric Edelman Predicts The End of the World As We Know It

Future Shock: Ric Edelman Predicts The End of the World As We Know It

Posted by on Feb 18, 2018 in Conference Summaries

The world that financial advisors know is coming to an end. The exponential growth of disruptive technologies will impact every aspect of human life and society, according to Ric Edelman, CEO of Edelman Financial.  Advisors must adjust every service they offer in response to these changes or risk being left behind, he warned during his keynote […]

7 Game-Changers from the T3 Advisor Conference

7 Game-Changers from the T3 Advisor Conference

Posted by on Feb 12, 2018 in Conference Summaries

Industry focus. Relentless focus on gathering knowledge. A burning desire to stay up-to-date on the latest technology trends in wealth management. These are all of the reasons that I spent the week in Fort Lauderdale attending the T3 Advisor Conference and did not go home early to be at the Eagles Super Bowl Parade. Forty years […]

Is CleverDome the Holy Grail of Cybersecurity?

Posted by on Jan 7, 2018 in Conference Summaries, Technology

“If you think technology [alone] can solve your security problems, then you don’t understand the problems and you don’t understand the technology.” – Bruce Schneier, Cryptographer and computer security expert Companies around the world are under constant attack by an increasingly business-savvy brand of cyber-criminal. Using ever more sophisticated techniques, they have successfully stolen hundreds of millions […]

Top 10 WMToday Posts from 2017

Top 10 WMToday Posts from 2017

Posted by on Jan 6, 2018 in Industry Analysis

This post usually comes out at the end of December, but life got a little busy for us around the holidays. Better late than never, right? The list below is a handy resource for our regular readers who might have missed a post or two during the year.  It’s also quite useful for visitors who might […]

How Banks Are Taking the Lead in Robo Advisor Technology

How Banks Are Taking the Lead in Robo Advisor Technology

Posted by on Dec 17, 2017 in Industry Analysis

Banks are traditionally stodgy institutions built on creaky, old infrastructure and usually being the last ones to adopt new technologies.  This has been true regarding robo-advisors and digital advice platforms, where broker-dealers and RIA’s have taken the lead over the past few years. But now, it seems that change is coming. While the growth of […]

4 Top Financial Planning Software Apps for Advisors

4 Top Financial Planning Software Apps for Advisors

Posted by on Oct 25, 2017 in Financial Planning

Craig’s Note: When we published our first FinPlan Shootout back in 2015, we had no idea that it would become our most popular post of all time and reach Google’s first page results for financial planning software and still be there two years later.  Now it’s time for an update that is bigger and better, so we’ve doubled the […]

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