Categories
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 […]

Is Cryptocurrency Ready for Wall Street?

Is Cryptocurrency Ready for Wall Street?

In the year 1637, in what is now the Netherlands, market speculators bid up the prices for tulip bulbs to astronomical amounts.  In one alleged transaction, a single bulb of the Viceroy variety was traded for 1,000 pounds of cheese, 12 sheep and 8 pigs. The Tulip Mania, as it was later called, ended with […]

Invest West Conference 7 Minute Summary

Invest West Conference 7 Minute Summary

Posted by on Dec 14, 2018 in Conference Summaries

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 […]

10 Transformational Trends from the T3 Enterprise Conference

10 Transformational Trends from the T3 Enterprise Conference

Posted by on Oct 29, 2018 in Conference Summaries

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. #T32018 It is going […]

99 Takeaways from the Riskalyze Fearless Investing Summit 2018

99 Takeaways from the Riskalyze Fearless Investing Summit 2018

Posted by on Oct 21, 2018 in Conference Summaries

If there is one other thing that Aaron Klein does well, besides building a successful software company, it’s running a conference. Last year’s client conference in Lake Tahoe was a smashing success, so expectations were high for tThe Riskalyze Fearless Investing Summit 2018 held in San Antonio, TX. We really shouldn’t have been worried at […]

How Technology Enabled Model Marketplaces to Take Off

How Technology Enabled Model Marketplaces to Take Off

It seems as though every wealthtech vendor and custodian has launched their own model marketplace. It’s gotten to the point where I’m expecting to see model offerings at the drive thru at Dunkin Donuts one day soon. According to research from Cerulli, 80% of all financial advisors use some type of model portfolios in their […]

5 Takeaways from 40 Demos at Finovate Day 1

5 Takeaways from 40 Demos at Finovate Day 1

Posted by on Oct 1, 2018 in Conference Summaries

Finovate can be a tough crowd. The conference has set the bar high when it comes to product pitches. This is not a venue for the faint at heart or for vendors with buggy demos. The crowd attending this year’s Finovate Fall does not suffer fools kindly as a number of firms discovered during their presentations. But […]

7 Impressions from the Orion Advisor Conference

7 Impressions from the Orion Advisor Conference

Posted by on Sep 9, 2018 in Conference Summaries

Back when Orion Advisor Services’ CEO Eric Clark was still working for his father’s RIA, I’ll bet he never imagined that one day he would be on stage in front of 700+ clients, partners and staff of his own company. And on his birthday, to top it all off. Yet this very scenario played itself […]

Mission: Impossible – Choosing the Right Digital Advice Vendor

Mission: Impossible – Choosing the Right Digital Advice Vendor

Posted by on Sep 5, 2018 in Conference Summaries, Technology

“Your mission, should you choose to accept it, is to review and analyze the leading vendors in the digital advice space and select the best one for your firm.” “This message will self-destruct in five seconds.” Sometimes it seems that the only way to fully grasp the rapid advances in advisor technology is to be […]

Who Are the Leading Vendors in AI for Wealth Management?

Who Are the Leading Vendors in AI for Wealth Management?

Artificial Intelligence products and platforms deployed at the enterprise level is still a relatively new experience. Even though wealth management firms are slowly embracing machine learning (ML), natural language processing (NLP) and other models to dig deeper into their customer data and make business decisions, we are only scratching the surface of the benefits of […]