InVest 2015 Conference: Fast Twitter Recap – Day 1
This is my summary of day 1 of the In|Vest 2015 Conference. This is the first year for this conference and they are targeting a wide audience, at least beyond what I see at other wealth management events. Their goal was to bring together traditional wealth management firms, retail and private banks with enterprise technology and service providers, digital advisory and […]
The Battle for the RIA Technology Integration Hub
“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 […]
Risk Management for Financial Advisors Made Easy
“Living at risk is like jumping off a cliff and building your wings on the way down.” ― Ray Bradbury “Risk comes from not knowing what you’re doing.” ― Warren Buffett It often seems that the world has been just lurching from one crisis to the next, playing havoc with buy and hold strategies and modern portfolio […]
