Ric Edelman

Ric Edelman Gives T3 Advisors A Taste of Future Shock

The world that financial advisors know is coming to an end. The exponential growth of disruptive technologies will impact every aspect of human life and society, according to Ric Edelman, founder and executive chairman of Edelman Financial Services.  Advisors must adjust every service they offer in response to these changes or risk being left behind, he […]

T3 Advisor Conference

You'll Want to Know These 7 Takeaways from the T3 Advisor Conference

Industry focus. Relentless focus on gathering knowledge. A burning desire to stay up-to-date on the latest technology trends in wealth management. These are all of the reasons that I spent the week in Fort Lauderdale attending the T3 Advisor Conference and did not go home early to be at the Eagles Super Bowl Parade. Forty years […]

AdvisorEngine Junxure

Is AdvisorEngine Building a Tamarac Killer?

How much do you need to spend to build a wealth management platform that is able to compete with the established market leaders? Around $60 million, based on the total investments gathered by upstart wealthtech vendor AdvisorEngine. This is how much cash the firm has grabbed since 2014, when it was launched by Rich Cancro, who […]