“What senses do we lack that we cannot see or hear another world all around us?” ― Frank Herbert, Dune Successful business leaders usually see the world differently from everyone else. They’re visionaries who are able to perceive that the world is changing before most other people and they take action to get ahead of […]
“Our industry is still evolving. The entrepreneurs and innovators can’t just rest on their laurels. When they see an opportunity to do something exciting they just want to jump on it.” — Joel Bruckenstein Joel Bruckenstein, CFP® (@fintechie) is publisher of the T3 Tech Hub and the producer of the Technology Tools for Today (T3) […]
In order to escape the Polar Vortex gripping the country, I traveled to a much more comfortable location in beautiful Denton, TX and attended the T3 Advisor Conference 2019. Craig Iskowitz on Twitter Ready to kick off #T32019 with the incomperable @FinTechie – Lets Go! #EverythingIsBiggerInTexas How can we start a conference summary without paying […]
Operations and business management can act like quicksand for independent advisors, who need to spend more time managing day-to-day operations than their branch network counterparts. This is according to Cerulli who also reported that while advisors overall spent 21% of their time on administrative tasks such as account opening, independent advisors spent 49% more time […]
“Good ideas are always crazy, until they’re not.” – Larry Page, co-founder of Google When Envestnet CEO Jud Bergman announced that his company was shelling out just under $600 million to buy data aggregator Yodlee, saying that the market did not approve was an understatement. The firm was blasted by both the press and equity […]
From Wealth Management AI, Winners of WealthTech, Conference Summaries and Stranger Things in the wealth management technology and digital banking industry, here are the top ten posts of 2018.
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 […]
What’s the best way to get financial planning functionality into the hands of more advisors? Standalone applications, like MoneyGuide Pro and eMoney Advisor, or “lite”financial planning functionality built directly into wealth management platforms? This tug-of-war has been going on for the past few years and it looks as though we might have reached a tipping point. BlackRock […]