“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 […]
The high rollers were out, in Las Vegas last week, laying down their bets and placing wagers on contestants in high stakes games. Except these players were going all in on wealth management technology at the T3 Enterprise Conference, which was held for the second year in a row at the Cosmopolitan Hotel. #T32018It is going to […]
If there is one other thing that Aaron Klein does well, besides building a successful software company, it’s running a conference. Last year’s client conference in Lake Tahoe was a smashing success, so expectations were high for The Riskalyze Fearless Investing Summit 2018 held in San Antonio, TX. We really shouldn’t have been worried at […]
It seems as though every wealthtech vendor and custodian has launched their own model marketplace. It’s gotten to the point where I’m expecting to see model offerings at the drive thru at Dunkin Donuts one day soon. According to research from Cerulli, 80% of all financial advisors use some type of model portfolios in their […]
Finovate can be a tough crowd. The conference has set the bar high when it comes to product pitches. This is not a venue for the faint at heart or for vendors with buggy demos. The crowd attending this year’s Finovate Fall does not suffer fools kindly as a number of firms discovered during their presentations. […]