T3 Enterprise Conference

10 Towering Testaments from the T3 Enterprise Conference

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 […]

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 […]

Screen Shot 2018 01 07 at 11.23.49 PM - Is CleverDome the Holy Grail of Cybersecurity?

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 […]

portfolio rebalancing software

Who Can You Trust When Buying Portfolio Rebalancing Software?

“As you all know, first prize is a Cadillac Eldorado. Second prize is a set of steak knives. Third prize is you’re fired.”   — Alec Baldwin as Blake in Glengarry Glen Ross No one likes high pressure salesmen, no matter what they’re selling. Whether it’s a car, a cell phone or computer software, you […]

best ria platform

RBC Paints It Black with New RIA Digital Wealth Platform

The asset gap between the Big 4 RIA Custodians and the second-tier custodians is as wide as the Grand Canyon. With a combined asset base of over $2.5 trillion, the Big 4 would seem to have nothing to worry about from their small custodian peers. Yet, the many niche RIA custodians don’t seem to be […]

riskalyze

Can Riskalyze Disrupt Another Area of Wealth Management?

“The future is already here — it’s just not very evenly distributed”. When science-fiction writer William Gibson came up with this maxim in the early 1990’s, he was referring to how technological advances are unevenly spread across the globe. The same holds true for technological advances across the fintech space. Take Riskalyze for example. When the company was […]

Model Marketplace

5 Retail Model Marketplaces Struggle for Advisor Assets

This article is the second in our series on the tools and technologies that help connect asset managers to their distribution networks. Whether they are called hubs, exchanges or marketplaces they have a wide variety of functionality and business models and they all share one key feature; ability to transmit managers’ investment models to sponsor […]

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 […]

Tamarac integration partners

How Tamarac Integration Partners Make Their Platform Stickier

I’m writing this post from seat 29C on a United flight from Newark to Los Angeles where I’ll be attending this year’s T3 Advisor Conference.  The ability to stay productive almost 24/7 is both a boon and bane.  Advances in technology provide me with wifi access at 35,000 feet, but also piles on the pressure […]

top ten WMToday posts

The Top 10 WMToday Posts from 2016

Craig’s Note: I love these summary articles because they’re a great way to re-purpose content while providing you, our loyal readers, with a handy overview of the year gone by.  Robo-Advisors are still a hot topic, although I believe a B2C shakeup is likely in 2017.  Portfolio rebalancing tools have been a staple on this blog since it started. […]