Categories
10 Disruptive Demos from InVest NYC 2018

10 Disruptive Demos from InVest NYC 2018

Posted by on Jul 27, 2018 in Conference Summaries

This has become one of my favorite parts of conferences: The Demos.  A steady stream of vendors, each given under ten minutes to extol their latest features to a highly critical audience that can sometimes get a little glassy eyed with wonder. In these sessions, it pays to be on early, since by the time […]

Envestnet Rebrands ENV2 as a Financial Wellness Platform

Envestnet Rebrands ENV2 as a Financial Wellness Platform

Posted by on May 25, 2018 in Conference Summaries

Maybe I’m just a glutton for punishment. I’ve already written a summary of the recent Envestnet Advisor Summit, from a Tamarac perspective. (See 8 Cool Tamarac Updates from the Envestnet Advisor Conference)  But, I still have a ton of notes and tweets regarding the two other legs of the Envestnet technology stool; ENV2 and Yodlee. So, why […]

8 Cool Tamarac Updates from the Envestnet Advisor Summit 2018

8 Cool Tamarac Updates from the Envestnet Advisor Summit 2018

Posted by on May 22, 2018 in Conference Summaries

Creole cuisine, bead necklaces and Saints football at the Metrodome are three things that I come to my mind when I think of New Orleans. But last week, my thoughts were firmly focused on the Envestnet Advisor Summit, which was held in The Big Easy for the first time. With over 1,500 attendees, Envestnet’s client conference […]

Stranger Things Are Happening to Financial Planning Software

Stranger Things Are Happening to Financial Planning Software

Posted by on Mar 25, 2018 in Financial Planning

Financial planning software is dead. Long live financial planning software! Everyone knows if you want to create financial plans you need a financial planning application and if you want to open accounts, trade and run compliance you need a wealth management application. That’s the way it’s always been. These two previously separate systems have recently begun […]

7 Game-Changers from the T3 Advisor Conference

7 Game-Changers from the T3 Advisor Conference

Posted by on Feb 12, 2018 in Conference Summaries

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 […]

4 Top Financial Planning Software Apps for Advisors

4 Top Financial Planning Software Apps for Advisors

Posted by on Oct 25, 2017 in Financial Planning

Craig’s Note: When we published our first FinPlan Shootout back in 2015, we had no idea that it would become our most popular post of all time and reach Google’s first page results for financial planning software and still be there two years later.  Now it’s time for an update that is bigger and better, so we’ve doubled the […]

What If RoboAdvisors Gave Away Financial Planning?

What If RoboAdvisors Gave Away Financial Planning?

Bill Gates made a splash recently with a controversial statement about how to deal with the impact of technology on the job market.  He proposed a new tax on companies that install robots to replace human workers.  His logic is that a tax will reduce the pace of automation and the money raised would be used for retraining displaced […]

How the RoboAdvisor Renaissance Pushed the Industry Out of the Dark Ages

How the RoboAdvisor Renaissance Pushed the Industry Out of the Dark Ages

Posted by on Jul 9, 2016 in Conference Summaries, Technology

While B2C robo advisors have yet to reach asset levels that could threaten traditional advisors, their innovative technology has been spurring firms to revamp their online presence.  A Roboadvisor Renaissance has spread across the formerly stodgy wealth management industry.  Legacy technology vendors are rushing to revamp their user interfaces and add automated investment offerings to meet a […]

7 Key Trends from the TD Ameritrade Conference – Day 2

7 Key Trends from the TD Ameritrade Conference – Day 2

Posted by on Feb 7, 2016 in Conference Summaries, Technology

TD Ameritrade’s annual advisor conference always provides an interesting glimpse into future trends in financial technology. The firm’s agnostic approach to technology means that its advisors have access to a wide variety of established and emerging solutions. National LINC 2016 brought a wide range informative and entertaining sessions.  Digital channels, social media and tech tips from […]