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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

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 […]

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 […]

The Top 10 Articles from 2018

The Top 10 Articles from 2018

Posted by on Dec 30, 2018 in Industry Analysis

Welcome to 2019! It’s the 50th anniversary of both the Woodstock Music Festival and the Neil Armstrong’s Giant Leap for Mankind. Somehow I don’t think we’ll be able to top either of those events, but that won’t stop us from trying! Every year we compile this list of the most viewed articles here on Wealth […]

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 […]

Is BlackRock-Envestnet Deal a Tipping Point for Lite Financial Planning?

Is BlackRock-Envestnet Deal a Tipping Point for Lite Financial Planning?

Posted by on Dec 7, 2018 in Financial Planning, News, Technology

What’s the best way to get financial planning functionality into the hands of more advisors? Standalone  applications, like MoneyGuide Pro and eMoney Advisor, or “lite”financial planning functionality built directly into wealth management platforms? This tug-of-war has been going on for the past few years and it looks as though we might have reached a tipping point. BlackRock […]

Beam Me Up, Scotty! Orion Enterprise Warps Into a Next Generation TAMP

Beam Me Up, Scotty! Orion Enterprise Warps Into a Next Generation TAMP

Posted by on Nov 7, 2018 in TAMPs

When I first heard the news that NorthStar Financial was acquiring FTJ FundChoice (“FTJ”) and merging it with their subsidiary, Orion Advisor Services, I thought it was a terrific move.  Orion had been slowly moving up the value chain and pitching to larger clients, like broker-dealers and banks, but losing them to market leader Envestnet.  The addition […]

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 […]