Envestnet advisor summit

9 Enticing ENV2 Takeaways from the Envestnet Advisor Summit

Maybe I’m just a glutton for punishment. I’ve already written a summary of the recent Envestnet Advisor Summit, from a Tamarac perspective. (See 8 Cool Tamarac Updates from the Envestnet Advisor Conference)  But, I still have a ton of notes and tweets regarding the two other legs of the Envestnet technology stool; ENV2 and Yodlee. So, why […]

Envestnet Tamarac Conference

8 Cool Tamarac Updates from the Envestnet Advisor Summit

Creole cuisine, bead necklaces and Saints football at the Metrodome are three things that I come to my mind when I think of New Orleans. But last week, my thoughts were firmly focused on the Envestnet Advisor Summit, which was held in The Big Easy for the first time. With over 1,500 attendees, Envestnet’s client conference is […]

Peering Into The Future of Bank Wealth Technology

Looking forward 10 years into the future of any industry is mixture of one part research, one part intuition and one part luck.  And we have to wait a decade to see if the predictions were even close to being right. InvestEdge, a leading provider of innovative financial advisory technology solutions, gave their clients a […]

digital advice banking

4 Best Practices for Banks Launching Digital Advice Channels

“I think that you will all agree that we are living in most interesting times. I don’t remember a time in which our history was so full, in which every day brought us new objects of interest, and, let me say also, new objects for anxiety.” — Joseph Chamberlain, British Politician, 1898 We can all […]

Fiserv Forum

7 Surprising Ideas From Fiserv Forum 2018

The future impact of emerging technologies on banking and wealth management were a continuous theme throughout Fiserv’s annual client conference, called Fiserv Forum, which was held last week at the Venetian Hotel in Las Vegas. Artificial intelligence, cybersecurity and the rise of China in mobile payments were hot topics covered by multiple speakers and panel discussions […]

josh brown ritholtz

3 Reasons Every Advisor Should Be Blogging: Josh Brown Ritholtz

It seems that financial advisors are under assault from all sides.  From industry behemoths like Vanguard, who can give away advice while capturing product fees on $100 billion in assets, to digital RIAs (formerly called robo-advisors) that spend VC cash on marketing like Philadelphia Eagles players spraying Champagne after winning the Super Bowl. Software algorithms […]

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 […]

Is CleverDome the Holy Grail of Cybersecurity?

“If you think technology [alone] can solve your security problems, then you don’t understand the problems and you don’t understand the technology.” – Bruce Schneier, Cryptographer and computer security expert Companies around the world are under constant attack by an increasingly business-savvy brand of cyber-criminal. Using ever more sophisticated techniques, they have successfully stolen hundreds of millions […]