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The Battle for the RIA Technology Integration Hub

The Battle for the RIA Technology Integration Hub

Posted by on Mar 23, 2015 in Technology

“Everybody wants to rule the world” — Tears for Fears, Songs from the Big Chair, 1985 The fight for control of the RIA technology integration hub is well underway as the first quarter of 2015 comes to a close.  Vendors have been marshaling their forces to grab this critical territory on the advisor’s desktop; the […]

4 Robo-Platforms Go Head-to-Head at T3 Conference

4 Robo-Platforms Go Head-to-Head at T3 Conference

Posted by on Feb 27, 2015 in Conference Summaries, Technology

UPDATE Jan 2016: The acquisition of Jemstep by Invesco could help their efforts to move upmarket. They have been selling primarily to smaller RIA’s but getting a lot of interest from larger firms.  Jemstep needed a cash infusion to continue their growth and had a choice between more private equity money or selling the company to […]

Fast Twitter Recap of T3 Conference Dallas 2015 – Day 2

Fast Twitter Recap of T3 Conference Dallas 2015 – Day 2

Posted by on Feb 14, 2015 in Conference Summaries, Technology

Here’s a lightning fast overview of Day 2 of the Technology Tools for Today (T3) Conference – Advisor Edition from Dallas based on selected Twitter posts (with the #T32015 hashtag) as a guide. I’ll be diving into more detail on a bunch of these sessions in the near future.  But I wanted to get this […]

One Platform To Rule Them All: How Consolidation Transforms Wealth Management Systems

One Platform To Rule Them All: How Consolidation Transforms Wealth Management Systems

Posted by on Feb 9, 2015 in Technology

“Eventually, all things merge into one, and a river runs through it.” — Norman Maclean, Author In the past decade, we have seen consolidation across a wide swatch of the technology landscape. Cars have merged with computers to be able to drive themselves, televisions have merged with the Internet to offer more entertainment choices and […]

Can Financial Soundings Help Advisors Improve Their DC Plan Scalability?

Can Financial Soundings Help Advisors Improve Their DC Plan Scalability?

Posted by on Jun 9, 2013 in Technology

The Defined Contribution (DC) Plan segment is attractive to many financial advisors as a hedge against volatile markets, since participants in DC plans supply a dependable stream of income, due to automatic deductions. More advisors are leveraging their relationships with employers to cross sell wealth management, group benefit, rollovers and retirement income services. As attractive […]

Financial Advisor Technology: 9 Apps to Improve Your Practice

Financial Advisor Technology: 9 Apps to Improve Your Practice

Posted by on Feb 27, 2013 in Technology

This is a summary of panel discussion from the Tools and Technology Today (T3) Conference that took place February 11-13, 2013 in Miami, FL. Moderator: Joel Bruckenstein, T3 Panelists: Bill Winterberg, Founder, FPPad Davis Janowski, Technology Reporter, InvestmentNews This was probably one of the most popular sessions at T3. Unfortunately, the room was half the […]