Financial Advisor Technology Tools

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 […]

money management institute

MMI 2015 Annual Convention Quick Twitter Recap

The theme for the Money Management Institute’s 2015 Annual Convention in Charlotte, NC was “Leadership Challenges in a Period of Fast-Paced Industry Transition”.  This was well-timed considering the whirlwind of changes that have occurred over the past year. The attendees were a good mix of asset managers, sponsors and vendors that led to some lively […]

pershing robo advisor

Pershing Plans a Robo-Advisor White Label Product — Yip

The woman from the public relations had scheduled a meeting for me with Patrick Yip, Director of Advisory Market Technology Strategy at Pershing LLC. since we would both be at the Technology Tools for Today (T3) Conference in Dallas.  Yip was looking to talk about some new technology initiatives undertaken by Pershing and their parent, the […]

cyber security failures

Top 5 Cybersecurity Failures in Financial Services

On April 1st, President Barack Obama declared that cyber-attacks constitute a national emergency and issued an executive order sanctioning the finances of foreign-based digital intruders. The president’s announcement was no April Fool’s Day joke. Cybercrime caused  $445 billion in damages globally last year, according to a report by the Center for Strategic and International Studies, a […]