#ItzOnWealthTech Ep. 42: Highlight Reel #3 from the T3 Advisor Conference

“I think in year one and year two really what we were trying to do that was different was bring advisors together, not with the salespeople who sell technology, but with the people who actually develop technology. The whole premise of T3 was bring your developers to the booth. Don’t bring your salespeople.” — Joel […]

#ItzOnWealthTech Ep. 41: Highlight Reel #2 from the T3 Advisor Conference

“What we’re trying to do is help firms streamline the development process so they can create unique experiences at scale. Think of it as personalization at scale, not just for large firms, but leveling the playing field for smaller firms like RIAs to be able to create a unicorn experience. Paint the picture, if you […]

#ItzOnWealthTech Ep 35: Putting the Human Advisor Front & Center

“The ones that will really excel in the next 10 years are those people getting back to that Socratic selling and skillsets that many of us grew up in the industry learning about because the tech was so bad. But now that the tech is getting so good, the hard part is putting it all […]

11 Most Excellent WMToday Blog Posts from 2019

wealth management technology

Well, the extended family has finally headed home and you’re debating whether to take down the holiday decorations or wait until the neighbors start complaining. It must be the end of another year! It also  means it’s time for our annual top 10 list of the most popular Wealth Management Today blog posts. As a […]

Everything You Missed from the InvestWest Conference 2019

wealth management technology

There’s something to be said for holding a conference in the Bay Area. It’s much easier for the best and brightest of Silicon Valley to stop by and share a few words of wisdom.  This was the second year of the Invest West Conference and it didn’t disappoint with wealth management industry stars such as Wealthfront’s CEO […]

#ItzOnWealthTech Ep. 32: Speed Podcasting at the T3 Enterprise Conference

T3 Enterprise Conference

“I think too often in our industry it’s too “one size fits all”, treating clients like a number or just finding out what their financial capacity is but not really digging any deeper.” –Ryan Beach, COO, Orion Advisor The T3 Enterprise Conference is an annual gathering of CEOs, CTOs, COOs, CCOs (and direct support staff) from […]