Conference Summaries

financial advisor technology

The Velocity of Technology Change is Increasing: What Can Advisors Do To Keep Up?

I'm still catching up from my trip to Chicago for the Morningstar Investment Conference last week.  This year's  event highlighted their new focus on technology with a bevy of morning demo sessions reserved for startups and recent entrants into the wealth management and asset management spaces. This session was jam-packed with industry experience and the …

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family office technology

20 Questions That Were Answered at the Family Wealth Report Summit 2019

"The Only Thing That Is Constant Is Change." ― Heraclitus, Greek philosopher, c.535 – c.475 BCE The private wealth management industry is constantly evolving.  Single family offices (SFO's), multi-family offices (MFO's) and the private banks of large wealth management firms are all vying for control of the assets of an ever-growing community of increasingly wealthy …

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T3 Advisor Conference

19 Ideas from the T3 Advisor Conference Your Boss Needs to Know

In order to escape the Polar Vortex gripping the country, I traveled to a much more comfortable location in beautiful Denton, TX and attended the T3 Advisor Conference 2019. Craig Iskowitz🥋🎷 on Twitter Ready to kick off #T32019 with the incomperable @FinTechie – Lets Go! #EverythingIsBiggerInTexas How can we start a conference summary without paying …

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