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#ItzOnWealthTech Ep 3: Why Advisors Should Embrace Digital Marketing with Kevin Mulhern

#ItzOnWealthTech Ep 3: Why Advisors Should Embrace Digital Marketing with Kevin Mulhern

Posted by on Mar 12, 2019 in Interviews, Technology

“We’re now in a world where investor’s expectations for communication and contact are much, much higher than they were even five years ago.” –- Kevin Mulhern Kevin Mulhern is the co-founder and CEO of AdvisorStream. Previously, he was the founder of three other startups including a Canadian retail brokerage firm, a new media outlet for […]

7 Surprising Facts About Financial Wellness Programs

7 Surprising Facts About Financial Wellness Programs

Posted by on Mar 6, 2019 in Financial Planning

Why should companies try to improve their employee’s well-being?  How can financial wellness programs improve employee morale, lower stress levels and increase engagement? Do employees even want these programs? Financial planning technology vendor Advizr invited me to attend the first in a series of events to encourage an open dialogue among human resources professionals about financial […]

#ItzOnWealthTech Ep 2: Cybersecurity Armageddon with Brian Edelman

#ItzOnWealthTech Ep 2: Cybersecurity Armageddon with Brian Edelman

Posted by on Mar 4, 2019 in Cybersecurity, Interviews

Subscribe: Android | RSS “Once you’re required by the courts to do anything, your ability to negotiate price is now gone.” –- Brian Edelman Brian Edelman is a nationally recognized cybersecurity expert specializing in the financial services industry.  He is the CEO of FCI, a Managed Security Service Provider (MSSP), which he founded in 1995.  FCI offers a comprehensive […]

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

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

Posted by on Mar 4, 2019 in 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 the curve. […]

#ItzOnWealthTech Ep 1: Joel Bruckenstein’s highlights from the T3 Advisor Conference

#ItzOnWealthTech Ep 1: Joel Bruckenstein’s highlights from the T3 Advisor Conference

Posted by on Feb 24, 2019 in Asset Management, Interviews

Podcast: Subscribe: Android | RSS “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 […]

Vestmark Adds Option Trading as Defense Against Robo-Advisors

Vestmark Adds Option Trading as Defense Against Robo-Advisors

Posted by on Feb 18, 2019 in Portfolio Management

The top five robo-advisors have attracted almost $200 billion in AUM and some projections say that this total could hit trillions in a few years. Wealth management firms are looking for ways to help their advisors differentiate themselves from the now ubiquitous robo solutions. As stated in Cerulli’s 2017 US Advisor Metrics Report, money management services are at the […]

19 Ideas from the T3 Advisor Conference Your Boss Needs to Know

19 Ideas from the T3 Advisor Conference Your Boss Needs to Know

Posted by on Feb 6, 2019 in Conference Summaries

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. Ready to kick off #T32019 with the incomperable @FinTechie – Lets Go! #EverythingIsBiggerInTexas pic.twitter.com/LjCpGL7OQO — Craig Iskowitz (@craigiskowitz) January 30, 2019 How can we start a […]

Advisor Group’s eQuipt is a Quantum Leap in Onboarding Technology

Advisor Group’s eQuipt is a Quantum Leap in Onboarding Technology

Posted by on Jan 28, 2019 in Technology

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 […]

How the Quovo Deal Validates Envestnet’s Vision for Yodlee

How the Quovo Deal Validates Envestnet’s Vision for Yodlee

Posted by on Jan 22, 2019 in Industry Analysis

“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 […]

We Built The Technology, But Advisors Didn’t Come

We Built The Technology, But Advisors Didn’t Come

Posted by on Jan 14, 2019 in Conference Summaries, Technology

“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 […]