Financial Advisor Technology: 9 Apps to Improve Your Practice

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 […]

Which Financial Planning Software is Right For You?

This is a summary of panel discussion from the Tools and Technology Today (T3) Conference that took place February 2013 in Miami, FL. Moderator: Linda Brady, Senior VP, EnvestNet Panelists: Bob Curtis, CEO, PIETech – makers of MoneyGuide Pro Dr. Linda Strachan, Zywave – makers of NaviPlan Dr. Alex Murguia, CEO, inStream Solutions Oleg Tishkevich, Founder […]

Which Portfolio Rebalancing Software is Right for You? (2/2)

This is part 2 of 2 of a summary from a panel discussion at the Tools and Technology Today (T3) Conference, which took place February 11-13, 2013 in Miami, FL.  You can read part 1 here. Moderator: Tess Downing, Financial Advisor, Fox, Joss & Yankee, LLC Panelists: Sheryl Rowling, CEO, Total Rebalance Expert (TRX) Brandon […]

Which Portfolio Rebalancing Software is Right for You?

This is a summary of panel discussion from the Tools and Technology Today (T3) Conference that took place February 2013 in Miami, FL. Moderator: Tess Downing, Financial Advisor, Fox, Joss & Yankee, LLC Panelists: Sheryl Rowling, CEO, Total Rebalance Expert (TRX) Brandon Rembe, CTO, Envestnet/Tamarac Danielle Fava, Sr. Product Manager, TD Ameritrade/iRebal Janson Evans, VP […]

Unified Managed Households: The Holy Grail of Wealth Management?

This is a summary from a session from the MMI Tech & Ops 2012 Conference held in Jersey City, NJ last December. The subject of this panel was the Unified Managed Household (UMH) and the challenges and issues around planning, implementation and support. Moderator: Gary Jones, Vice President for Industry Operations, MMI. Panelists: Alex Morris, […]