“I think in year one and year two really what we were trying to do that was different was bring advisors together, not with the salespeople who sell technology, but with the people who actually develop technology. The whole premise of T3 was bring your developers to the booth. Don’t bring your salespeople.” — Joel […]
“There is a universal currency that we all pay, and it is time, and we are granted X amount. We have no idea how much sand is in our hourglass, we don’t know how much is left, but what we know is everything is paid in time.” — Burt White, Managing Director of LPL Financial […]
In our industry, enterprise tools are archaic and hard to use, so the bar is set very low. There’s tons of opportunities for new entrants that can deliver better advisor experience. — Mike Sha , CEO, SigFig David Canter, Executive VP, Head of the RIASegment, Fidelity Clearing & Custody Solutions, and Mike Sha, CEO and […]
Well, the extended family has finally headed home and you’re debating whether to take down the holiday decorations or wait until the neighbors start complaining. It must be the end of another year! It also means it’s time for our annual top 10 list of the most popular Wealth Management Today blog posts. As a […]
There’s something to be said for holding a conference in the Bay Area. It’s much easier for the best and brightest of Silicon Valley to stop by and share a few words of wisdom. This was the second year of the Invest West Conference and it didn’t disappoint with wealth management industry stars such as Wealthfront’s CEO […]
“I think too often in our industry it’s too “one size fits all”, treating clients like a number or just finding out what their financial capacity is but not really digging any deeper.” –Ryan Beach, COO, Orion Advisor The T3 Enterprise Conference is an annual gathering of CEOs, CTOs, COOs, CCOs (and direct support staff) from […]
“A picture is worth a thousand words. An interface is worth a thousand pictures.” — Ben Shneiderman, American Scientist If an interface is worth 1,000 pictures, then the eighteen product demos we were treated to at the InVest 2019 Conference, which was held at the New York Marriot Marquis, were worth 18,000 pictures, which would […]
This was my first time attending the LPL Financial FOCUS advisor conference and it was a blast! I was only able to make it to Day 3, but there was more than enough jam-packed into those eight hours to keep me busy writing an entire blog post about it. There are so many conferences in […]