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Digital Digest from the InVest 2018 Conference

Digital Digest from the InVest 2018 Conference

Posted by on Jul 18, 2018 in Conference Summaries

The battle between every startup and incumbent comes down to whether the startup gets distribution before the incumbent gets innovation. I pulled this quote from one of my favorite podcasts, a16z, which is produced by VC firm Andreessen Horowitz. I felt as though I was witnessing this ongoing struggle live last week at the In|Vest […]

Acorns: We’re Not Just Gathering Assets, We’re Building a Brand

Acorns: We’re Not Just Gathering Assets, We’re Building a Brand

Posted by on Jul 1, 2018 in Conference Summaries

“Acorns is not in the asset accumulation business. We are building a consumer brand that sells financial products.” — Manning Field, Chief Commercial Officer, Acorns Some companies have a mission statement and some have a corporate vision while others have both. At Acorns, the micro-investing app, they have a mantra. Inspired by the mighty oak […]

Will AI be an Advisor’s Best Friend or Worst Nightmare?

Will AI be an Advisor’s Best Friend or Worst Nightmare?

Over the next decade, artificial intelligence (AI) and other emerging technologies will have a tremendous impact on the human labor market. So much so that AI could render nearly half of all US occupations obsolete. In fact, we can expect 65% of today’s college graduates to one day be working in jobs that do not […]

8 Cool Tamarac Updates from the Envestnet Advisor Summit 2018

8 Cool Tamarac Updates from the Envestnet Advisor Summit 2018

Posted by on May 22, 2018 in Conference Summaries

Creole cuisine, bead necklaces and Saints football at the Metrodome are three things that I come to my mind when I think of New Orleans. But last week, my thoughts were firmly focused on the Envestnet Advisor Summit, which was held in The Big Easy for the first time. With over 1,500 attendees, Envestnet’s client conference […]

InvestEdge Peers a Decade Into the Future at Their Strategic Partner Forum

InvestEdge Peers a Decade Into the Future at Their Strategic Partner Forum

Posted by on May 14, 2018 in Conference Summaries

Looking forward 10 years into the future of any industry is mixture of one part research, one part intuition and one part luck.  And we have to wait a decade to see if the predictions were even close to being right. InvestEdge, a leading provider of innovative financial advisory technology solutions, gave their clients a […]

4 Best Practices for Banks Launching Digital Advice Channels

4 Best Practices for Banks Launching Digital Advice Channels

Posted by on Apr 29, 2018 in Conference Summaries

“I think that you will all agree that we are living in most interesting times. I don’t remember a time in which our history was so full, in which every day brought us new objects of interest, and, let me say also, new objects for anxiety.” — Joseph Chamberlain, British Politician, 1898 We can all […]

7 Surprising Ideas From Fiserv Forum 2018

7 Surprising Ideas From Fiserv Forum 2018

Posted by on Apr 23, 2018 in Conference Summaries

The future impact of emerging technologies on banking and wealth management were a continuous theme throughout Fiserv’s annual client conference, called Fiserv Forum, which was held last week at the Venetian Hotel in Las Vegas. Artificial intelligence, cybersecurity and the rise of China in mobile payments were hot topics covered by multiple speakers and panel discussions […]

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 […]