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

Future Shock: Ric Edelman Predicts The End of the World As We Know It

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

7 Game-Changers 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 […]

Riskalyze Conference

25 Things I Learned at the Riskalyze #FISummit

Conference season is upon us and as someone who is a regular attendee at numerous events, I thought I had become jaded and that no conference could really excite me. That was before I attended Riskalyze’s inaugural conference, which they dubbed the “Fearless Investing Summit” #FISummit.  Riskalyze’s CEO, Aaron Klein, graciously invited me to attend […]

asset management trends

5 Bold Predictions for Asset Managers Product Shelf in 2027 

The city of Chicago is known for having some seriously cold weather that can surprise visitors with it’s intensity. While October is far from the dead of winter, the average temperature has historically been in the high 50’s/low 60’s with a fair dose of wind to chill your bones. Fortunately, a few days of absolutely […]

wealth management artificial intelligence

Can AI Improve Advisor Efficiency?

“I believe that by the end of the century, the use of words will have been altered so much that one will be able to speak of machines thinking without expecting to be contradicted.” ― Alan Turing, English mathematician, computer scientist and cryptologist, from Computing Machinery and Intelligence The foundation of AI started back in 1950 […]

financial advisor career

The Indispensable Advisor by Joe Duran

“The only way to get what you’re worth is to stand out, to exert emotional labor, to be seen as indispensable, and to produce interactions that organizations and people care deeply about.” ― Seth Godin, American author and entrepreneur, Linchpin: Are You Indispensable? It’s not easy being a financial advisor these days.  Technological advances are chipping away […]

flow genome project

4 Ways Financial Advisors Can Benefit From Finding Their Flow State

“I wake up, and I’m in the zone… My performance is the continuation of my life.” — Savion Glover, American tap dancer, actor, and choreographer You’ve probably heard athletes say that they were “in the zone” during an incredible performance when they won a gold medal or helped their team win a big game.  While in […]

RIA rollups

What's the Secret Sauce in RIA Rollups?

Whether you call them RIA consolidators, aggregators or roll-ups, they are all fighting toward the same goal: keeping their advisors happy and growing their assets.  Yet how they got their their current size and how they plan to keep growing is a story that often gets overlooked. Three successful RIA rollups recently appeared on stage […]