roboadvisors DOL rule

Thoughts On Time Travel, RoboAdvisors and The DOL Rule

I just finished an interesting book called “Time Travel: A History” by James Gleick.  It is a well-written amalgamation of the history of time travel in Western literature, starting with H. G. Wells’ classic, The Time Machine. Since Well’s novel pre-dated Einstein’s theories by almost a decade, he was not aware that time is relative to each observer. […]

Adhesion's Robo-Advisor

Can Adhesion's Robo-Advisor Platform Attract Top Gun RIAs?

One of the biggest trends in wealth management over the past year has been the slew of new products designed to help RIAs launch their own digital advisory channels.  Every vendor in the space has realized that they need to be able to check off the robo-platform box when they get an RFP from a prospective client. Adhesion […]

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 […]

Snapchat Roboadvisor

How a Snapchat RoboAdvisor Could Rock the Industry

Social media has changed the way people interact with each other and how they receive and consume information. Is the next step changing the way they invest? Robo-advisors have become a hot topic in the investment industry recently. Social media messaging service Snapchat is even rumored to be building a robo-advisor service of its own. Could a […]

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 […]