#ItzOnWealthTech Ep. 54: Now is the Time for the API Economy with Brian Ross

"In the old world of monolithic systems, there are no open APIs and people do not facilitate any rapid integration of best of breed systems. Where there's a volatile market, you need to be able to move quickly. So I think advisors need to control the user experience and the client experience much more than […]

47 Portfolio Management Systems Can't All Survive

Our danger is not too few, but too many options … to be puzzled by innumerable alternatives. — Sir Richard Livingstone, British Scholar Overchoice or choice overload[1] is a cognitive process in which people have a difficult time making a decision when faced with many options. The term was first introduced by Alvin Tofflerin his […]

#ItzOnWealthTech Ep 37: Improved Views of Industry Data with Jean Sullivan

"We've developed methodologies that provide our clients with views on industry data that don't currently exist." — Jean Sullivan, Head of Research, Ezra Group Consulting Jean Sullivan has over 15 years of industry experience. She began her career with Cerulli Associates, then went on to launch her own firm, Dover Financial Research.  She patterned with […]

T3 Enterprise Conference

#ItzOnWealthTech Ep. 32: Speed Podcasting at the T3 Enterprise Conference

"I think too often in our industry it's too "one size fits all", treating clients like a number or just finding out what their financial capacity is but not really digging any deeper." –Ryan Beach, COO, Orion Advisor The T3 Enterprise Conference is an annual gathering of CEOs, CTOs, COOs, CCOs (and direct support staff) from […]

financial advisor technology

The Velocity of Technology Change is Increasing: What Can Advisors Do To Keep Up?

I'm still catching up from my trip to Chicago for the Morningstar Investment Conference last week.  This year's  event highlighted their new focus on technology with a bevy of morning demo sessions reserved for startups and recent entrants into the wealth management and asset management spaces. This session was jam-packed with industry experience and the […]

Morningstar Technology 

#ItzOnWealthTech Ep 12: How Morningstar Quietly Built One of the Biggest Financial Technology Businesses

"Everyone wants to be the next Amazon, but the reality of what we want to do is bring together capabilities where Morningstar research and IP can add some value." — Dermot O'Mahony, Global Head of Software at Morningstar Dermot is a SaaS-focused product executive with a track record for identifying high potential market opportunities within […]

Assetmark's WealthBuilder is a Next Level Technology Experience for Advisors

"[We] can see the writing on the wall. The real debate is not over whether to run, but over how far and how fast." — Charles Stross, British writer Asset managers have seen the writing on the wall. It's not enough to just push products and expect to continue gather assets.  Advisors' expectations are increasingly […]

charles schwab technology

Charles Schwab's Crystal Ball Sees Less Technology in the Future for Custodians

“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 […]