Fintech Innovation Picks Up the Pace
If you want to know the state of affairs in advisor technology, be sure to make the annual trek to Joel Bruckenstein’s Technology Tools for Today (T3) conference.
News From Veo Village – Top Tech Developments From National LINC
As the largest gathering of the advisor tech community outside Joel Bruckenstein’s T3 conferences, TD Ameritrade’s “Veo Village” featured the latest and greatest for 2017.
5 Predictions for Advisor Fintech in 2017
The rise of artificial intelligence, shifts in power among robos — change is coming for financial advisors.
Large Cracks Beginning To Form Under Robo-Advisors
Now that the industry is processing what the delivery of financial advice will look like in the post-DOL fiduciary world, a new picture of the robo threat is emerging.
Can Trump, GOP Stop DOL Rule? Not Likely
Political movement has created doubt in the industry over whether to continue investing in technology to comply with a best interest standard.
Forget Robos; Regulations Now Top Driver of Advisor Tech
Unlike previous years, trending topics this year at T3 Enterprise were focused on how to comply with growing regulatory and cybersecurity requirements.
Technology Disruption Driving M&A in Wealth Management
The first wave of acquisitions was driven by incumbents in an effort to slow down client defection to new entrants.
DOL’s Fiduciary Rule Fuels Tech Trends at Conferences
Key themes at the many industry events this fall included new document management systems to comply with the DOL’s new best interest rule.
The Race for ROI: Now Is the Time to Invest in Technology
For many advisors, the question isn’t necessarily how to spend money on software, hardware and systems.
Why You Need to Build a Sustainable Business
Consider this recent client conversation that a prominent financial advisor, Jim, recently had with one of his largest clients ...