United Capital

#ItzOnWealthTech Ep 33: 3 Tips to Create a Thriving Tech Ecosystem with Mike Zebrowski, AI Labs

[TD Ameritrade] built an ecosystem that nurtures and thrives on innovation, and I think that was probably one of the most compelling reasons that Schwab stepped in to pick them up today. Whereas these larger platforms are much slower to see change until it's too late. I think Schwab recognized that they weren't able to …

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RIA Custodians

#ItzOnWealthTech Ep 15: How to Choose an RIA Custodian with Robb Baldwin, TradePMR

"I realized that custodians had all of this data, but they did nothing with it to enhance the advisor experience. So when we started TradePMR, our goal was to create technology that leveraged our data to provide advisors with superior tools to manage and grow their business." — Robb Baldwin Robb Baldwin is the founder …

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RIA Technology

#ItzOnWealthTech Ep 10: The Consultant's Roundtable on RIA Technology News

"Seamless integration – what does that mean? It's like saying jumbo shrimp. It's an oxymoron because there aren't any truly seamless integrations." — Kristen Schmidt As Founder of RIA Oasis, a tech strategy and implementation consulting firm, Kristen Schmidt sees the real-time hurdles firms face when it comes to technology, integrations, and workflow building. As …

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Is CleverDome the Holy Grail of Cybersecurity?

"If you think technology [alone] can solve your security problems, then you don't understand the problems and you don't understand the technology." – Bruce Schneier, Cryptographer and computer security expert Companies around the world are under constant attack by an increasingly business-savvy brand of cyber-criminal. Using ever more sophisticated techniques, they have successfully stolen hundreds of millions …

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financial advisor career

The Indispensable Advisor by Joe Duran

"The only way to get what you're worth is to stand out, to exert emotional labor, to be seen as indispensable, and to produce interactions that organizations and people care deeply about." ― Seth Godin, American author and entrepreneur, Linchpin: Are You Indispensable? It's not easy being a financial advisor these days.  Technological advances are chipping away …

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