We've seen so many webinars since the pandemic began that "Zoom Fatigue" has become a trending term. But I believe that the majority of us are enjoying the remote discussions and savoring the free time that has been gifted to us from not having to commute to an office or fly across country to attend […]
What do you get when you bring together five leaders from the largest wealth management technology vendors in the industry? You get a webinar that is jam-packed with valuable information, thoughtful analysis and predictions for the future of enterprise wealthtech. Now hit the Play button! This episode of Wealth Management Today is brought to you […]
"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 […]