I go to a lot conferences every year, but this was my very first time at Pershing INSITE. As the two-and-a-half day event came to a close, I came away with the strong conviction that it will now be a fixture on my calendar going forward. In spite of the unbearably hot weather (112 degrees […]
I’m still catching up from my trip to Chicago for the Morningstar Investment Conference last week. This year’s event highlighted their new focus on technology with a bevy of morning demo sessions reserved for startups and recent entrants into the wealth management and asset management spaces. This session was jam-packed with industry experience and the […]
“The Only Thing That Is Constant Is Change.” ― Heraclitus, Greek philosopher, c.535 – c.475 BCE The private wealth management industry is constantly evolving. Single family offices (SFO’s), multi-family offices (MFO’s) and the private banks of large wealth management firms are all vying for control of the assets of an ever-growing community of increasingly wealthy […]
In order to escape the Polar Vortex gripping the country, I traveled to a much more comfortable location in beautiful Denton, TX and attended the T3 Advisor Conference 2019. Craig Iskowitz on Twitter Ready to kick off #T32019 with the incomperable @FinTechie – Lets Go! #EverythingIsBiggerInTexas How can we start a conference summary without paying […]
“When advisors see great technology, they want it. We build it, but they don’t really use it.” — Dean Zayed, CEO and Founder of Brookstone Capital Management Unlike the mysterious voice from the Kevin Costner movie Field of Dreams that said, “if you build it, they will come”, financial advisors do not always embrace new […]
In the year 1637, in what is now the Netherlands, market speculators bid up the prices for tulip bulbs to astronomical amounts. In one alleged transaction, a single bulb of the Viceroy variety was traded for 1,000 pounds of cheese, 12 sheep and 8 pigs. The Tulip Mania, as it was later called, ended with […]
As anyone who has sat next to me at a conference knows, I’m a hyperactive tweeter, sharing interesting tidbits and observations from the various speakers and panelists. So, one would expect that someone who uses Twitter so much would think to check the conference hashtag before blasting out fifty or more tweets? Not I, said […]
There is a huge difference in scale between JP Morgan, the largest US retail bank with over $2 trillion in assets, and a small community bank like the Bank of Ontario, which is just shy of $50 million in assets. They differ in almost every aspect including number of customers, branches, lines of business and global […]