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.
Now that active and passive strategies have learned to co-exist, investors need to know which active approaches truly deliver what is promised. Metrics like active share have become even more important, given the proliferation of strategies available....More
The following words may pop into your head when you think about life settlements: Confusing. Privacy concerns. Questionably legal. Unregulated. Or just plain creepy. Some of these ideas about life settlements stem from real concerns, while others are based on misconceptions or outdated information....More
Top financial advisors like you are continually looking for ways to protect and strengthen their practice. Attend our webinar to learn about four best-practice pillars for building a solid foundation for your practice....More