The final day at T3 was predictably sparse. The remaining hard-core attendees braved being in the significant other Valentines’ doghouse to grab the final dose of advisor technology remaining on the T3 agenda.
Day two of the technology conference included keynotes from leaders Joel Bruckenstein and David Drucker, as well as executives from Schwab Advisor Services and eMoney, fresh off its acquisition by Fidelity.
Top themes discussed at this year’s TechLeaders Conference included ways to streamline the new account opening process, enhancements to the client experience, marketing automation, and ways to drive efficiencies while increasing advisor productivity.
Technology was top of mind for many advisors at TDAI's conference in San Diego this week, as the firm got to demonstrate the progress it has made opening up its VEO advisor platform to over 40 third party developers.
One of the more interesting sessions at last week’s Fusion Advisor Network conference in Las Vegas focused on “Creating Profitable Client Relationships.” This panel discussion featured successful advisors Kathy Fish of Fish and Associates, Eric Brotman of the Brotman Financial Group and Abby Salameh, Chief Marketing Officer for Fusion.
Fresh off the acquisition of Black Diamond Performance Reporting, Advent Software convened its 25th annual Advent Connect users conference in downtown Boston at the cavernous Hynes Convention Center over three days, September 12-14, 2011.
The advising industry is constantly evolving. These changes influence all aspects of the industry, from the technology available to advisors to the regulatory environment in which they must operate....More
Today, more than 100 million Americans are members of a credit union. Yet surprisingly, 97% of these members don't have an established advisor relationship through their credit union. And the only thing standing between you and this sea of potential clients may be your broker/dealer....More
A new era of health care innovation looms on the horizon. Andy Acker, Portfolio Manager of the Janus Global Life Sciences Fund, explains why he still sees considerable growth potential ahead for the health care sector, even after a strong three-year run....More
Obergefell v. Hodges is a consolidated Supreme Court case involving same-sex couples, some of whom sought marriage licenses in Michigan and Kentucky despite state laws restricting marriages in the state to opposite sex couples...More