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 […]

future - The Future of Advice Delivery: What Will Solutions Look Like?

The Future of Advice Delivery: What Will Solutions Look Like?

This is a summary of a session from the FRA’s 11th Annual Managed Account and UMA Summit that was held in September 2013 in NYC. Moderator: Walter Hartford, VP, Business Development, F-Squared Investments Panelists: Kathleen Shkuda, President, Zigzag Consulting Jack Sharry, EVP, LifeYield Michael Jones, Chairman and CIO, Riverfront Investment Group Unified Managed Accounts (UMA’s) […]

four doughnuts - NorthWestern Mutual to Roll Out LifeYield iPad App to Advisors

NorthWestern Mutual to Roll Out LifeYield iPad App to Advisors

NorthWestern Mutual rolled out a new investment platform for advisors that integrates technology and services from a number of different vendors to provide and end-to-end wealth management experience. A big part of this platform is retirement planning and the core of this is provided by LifeYield, which will soon include an iPad app for advisors. […]