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 […]

FinTech

The Battle for the RIA Technology Integration Hub

“Everybody wants to rule the world” — Tears for Fears, Songs from the Big Chair, 1985 The fight for control of the RIA technology integration hub is well underway as the first quarter of 2015 comes to a close.  Vendors have been marshaling their forces to grab this critical territory on the advisor’s desktop; the […]

risk management for financial advisors

Risk Management for Financial Advisors Made Easy

“Living at risk is like jumping off a cliff and building your wings on the way down.” ― Ray Bradbury “Risk comes from not knowing what you’re doing.” ― Warren Buffett It often seems that the world has been just lurching from one crisis to the next, playing havoc with buy and hold strategies and modern portfolio […]