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 […]

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 […]

Inside the Minds of Barron’s Top Financial Advisors

This is a summary of a panel from the Fiserv Client Conference Spring 2012, which was held in Las Vegas, NV. Moderator: Sterling Shea, Managing Director, Head of Advisory & Wealth Management Programs, Barron’s. Panelists: Ed Dollinger, Edward Jones, 26 years – manages $500 mm Theresa Chicopolos, CFP, Wells Fargo, Scottsdale, AZ, 26 years – […]