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18 Innovative Fintech Products that You Need to Know About

18 Innovative Fintech Products that You Need to Know About

“A picture is worth a thousand words. An interface is worth a thousand pictures.” — Ben Shneiderman, American Scientist If an interface is worth 1,000 pictures, then the eighteen product demos we were treated to at the InVest 2019 Conference, which was held at the New York Marriot Marquis, were worth 18,000 pictures, which would […]

10 Secrets from the LPL Financial Focus 2019 Conference

10 Secrets from the LPL Financial Focus 2019 Conference

Posted by on Aug 28, 2019 in Conference Summaries

This was my first time attending the LPL Financial FOCUS advisor conference and it was a blast!  I was only able to make it to Day 3, but there was more than enough jam-packed into those eight hours to keep me busy writing an entire blog post about it. There are so many conferences in […]

16 Knockout Concepts from the InVest Conference 2019

16 Knockout Concepts from the InVest Conference 2019

Posted by on Aug 15, 2019 in Conference Summaries

“The improvement of understanding is for two ends: first, our own increase of knowledge; secondly, to enable us to deliver that knowledge to others.” — John Locke, English Philosopher (1632 – 1704) I didn’t think it would have been possible to top last year’s In|Vest conference for quality of content as well as depth and breadth […]

14 of the Absolute Best Ideas From Pershing INSITE 2019

14 of the Absolute Best Ideas From Pershing INSITE 2019

Posted by on Jun 18, 2019 in Conference Summaries

I go to a lot conferences every year, but this was my very first time at Pershing INSITE. As the two-and-a-half day event came to a close, I came away with the strong conviction that it will now be a fixture on my calendar going forward. In spite of the unbearably hot weather (112 degrees […]

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

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

Posted by on May 17, 2019 in Conference Summaries

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 […]

20 Questions That Were Answered at the Family Wealth Report Summit 2019

20 Questions That Were Answered at the Family Wealth Report Summit 2019

Posted by on Mar 31, 2019 in Conference Summaries, Family Office

“The Only Thing That Is Constant Is Change.” ― Heraclitus, Greek philosopher, c.535 – c.475 BCE The private wealth management industry is constantly evolving.  Single family offices (SFO’s), multi-family offices (MFO’s) and the private banks of large wealth management firms are all vying for control of the assets of an ever-growing community of increasingly wealthy […]

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 […]

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 […]