conference panels

7 Commandments for Running Great Conference Panels

How many times have you gone to a conference and sat through a poorly-run or boring panel? As a consultant in wealth management, I attend a lot of conferences and try to take in as many of the panels as I can. When done right, these sessions brim with new ideas, controversial opinions, and lively debate. When […]

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 […]

TD Ameritrade National LINC

7 Key Trends from the TD Ameritrade Conference – Day 2

TD Ameritrade’s annual advisor conference always provides an interesting glimpse into future trends in financial technology. The firm’s agnostic approach to technology means that its advisors have access to a wide variety of established and emerging solutions. National LINC 2016 brought a wide range informative and entertaining sessions.  Digital channels, social media and tech tips from […]

Top 10 WMToday Posts

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 […]

MarketCounsel 2015

Key Takeaways from MarketCounsel 2015 – Day 1

While I sat inside the famous Fountainebleau Hotel last week attending MarketCounsel 2015, the rain was coming down in sheets on Miami Beach. Fortunately, I was surrounded by power players from the independent advisor channel and there was a steady stream of decision makers and industry influencers parading across the stage in front of me. This year’s summit lived […]

T3 Conference

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 […]

MMI FALL 2015

MMI Fall 2015: Conference Summary – Day 1

It is already a month into Fall, but you would never know it from the weather in midtown Manhattan today.  It was 75 degrees and sunny.  Unfortunately, I wasn’t able to go outside and work on my tan since I was busy attending the Money Management Institute’s 2015 Fall Solutions Conference at the Grand Hyatt Hotel. The […]

power of the crowd

Can The Power of the Crowd Disrupt Financial Advice?

The uncanny accuracy of crowdsourcing has been well-documented by both government and private research.  The ability of average people to predict the likelihood of future events when their insights are aggregated together outstrips the results of even the best professional analysts. Two startups want to harness the power of the crowd to disrupt investing and possibly the entire […]

invest 2015 conference

Too Digital to Fail: InVest 2015 Conference – Day 2 Summary

While the first day of the In|Vest 2015 Conference was devoted to startups and their potential to disrupt the traditional financial services landscape, day two turned the tables and gave the too-big-to-fail banks and other large wealth management firms a chance to show off their digital mojo and explain why they won’t be the ones to become disrupted. After […]

Invest 2015 conference

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 […]