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,…
Fidelity’s Advisor Platform Gets Major Update
Fidelity Institutional announced major updates to its technology offerings on Thursday that include enhancements to its Wealthscape advisor tech platform and a new digital empowerment tool…
FSI rallies brokers in Dallas with an old battle cry — access, access, access — and a stated desire to deal with aging members– 62% are older than 55
The big news story for the Financial Services Institute (FSI) is it’s getting both. Its new focus is on diversity, equity and inclusion. It even has its…
5 Big Wealth Management Trends for 2022
This year is shaping up to be even more evolutionary as various macro-trends continue to collide, accelerating change for advisors, clients and the ecosystem that…
Brian Hamburger gets 98% show rate at MC Summit, then plays devil’s advocate for the M&A mania gripping the RIA business
Attendees made the trek to the Fontainebleau Hotel Resort amid health precautions to high-five flesh and do a very in-person reality check
Independent Digital Ecosystems Are the Future of Wealth Management
Ask any advisor and they’ll tell you the No. 1 complaint they have about their technology solutions is that they don’t work well together and, as…
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…
Advisor Innovations: Gavin Spitzner on What Advisors Get Wrong About Technology
Gavin Spitzner, president of Wealth Consulting Partners, details the many ways in which financial technology is growing, even as advisors and wealth managers are underutilizing…
The Dark Side of Technology Consolidation
The fast success and outsized growth of the independent advisor segment attracted larger technology players and private equity investors eager to get in on the…
Robo-Advisors Came to Slay Industry Giants, but Instead Schooled Them
The world domination goal of VC-backed robo-advisor startups was not realized; however, they did ignite change that continues to reverberate across wealth management.