Found 4 posts by Oleg Tishkevich

T3 2022 Conference Roundup: A Farewell to Zoom

The pandemic has proved a boon and accelerator for efforts at advisor digitization, but if the turnout at this year’s T3 Advisor Conference is any indicator, the industry itself is quite ready to start meeting face to face again. I was amazed to see that, after a year’s hiatus, the conference has left the virtual world behind…

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More On Independent Digital Ecosystems as the Future of Wealth Management

In my last article, Independent Digital Ecosystems Are the Future of Wealth Management, I described the benefits and use cases for a new approach to advisor technology development, one that solves the integration problems preventing firms from scaling their businesses and optimizing their growth opportunities. The concept of “independent, integrated digital ecosystems” holds great promise for solving…

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Industry trends

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Advisor
Technology

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Digital
Advice

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Practice
Management

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Diversity
and Advocacy
Initiatives

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Executive Leadership