5 Things You Can Learn from the 2016 T3 Advisor Conference
Industry conferences are like cramming for a test when you were in school. You have only a few days to stuff as much information as possible into your head and hope you remember one or two key points to when you get back home. The 2016 T3 Advisor Conference, which was held this year in […]
Top Ten WMToday Posts from 2015
Another exciting year in wealth management has passed and it seemed like a whirlwind of activity right up until December 31st. We covered a wide range of topics from risk tolerance and financial planning software to robo-advisors and the biggest M&A deals. But what are the top ten WMToday posts from 2015? These are the ten most popular posts […]
T3 Enterprise: Best Tweets of the Conference
What can you do if, like me, you were unable to attend this year’s T3 Enterprise Conference? If you were too busy to make it to the Bonaventure Resort & Spa, right outside of beautiful Fort Lauderdale, FL? If you missed hearing some of the industry’s leading vendors announce their new product offerings? Don’t worry, there’s […]
25 Awesome Financial Advisor Technology Tools – Winterberg
Armies of technology vendors seem to be converging on the wealth management industry offering cloud-based services to automate every task a financial advisor could ever think of. These tools can help advisors connect and communicate with clients and prospects anywhere in the world. But which ones are best for your needs? The myriad choices can […]
4 Robo-Platforms Go Head-to-Head at T3 Conference
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
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 […]
Is MyVest the Right Portfolio Rebalancing Software for You?
Research has shown that portfolios that are rebalanced at least annually experienced lower volatility and higher risk-adjusted returns than those that are not rebalanced. Every advisor should have access to a quality, automated software rebalancing tool to handle this task, which used to be a time-consuming chore. As part of my series of articles on portfolio rebalancing software, […]
Top 10 Most Popular Posts from 2013
What were the most popular WM Today posts from 2013? Portfolio rebalancing, financial planning and anything mobile were big draws last year. Here are the top 10 according to stats from WordPress: 10. 5 Ways a Web Portal Can Excite Your Clients This summary from the fantastic Technology, Tools & Today (T3) conference highlights how software […]
