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.
From Media CEO To Podcast Series Impresario
The seeds of reinvention for Suzanne Siracuse, former CEO of InvestmentNews, are bearing fruit with the success of her strategic consulting firm, Suzanne Siracuse Consulting…
The Curious Plight of the Independent Broker-Dealer
Change is afoot in the IBD space, and “RIA-ifying” appears to be the chosen path.
What if Walmart Launches a Robo-Advisor?
Who wins, who loses and how to adjust when a Goliath like Walmart enters the wealth management space?
“How Fintech Can Help Advisors Give Clients What They Expect” – Financial Planning webcast with Gavin Spitzner
In this insightful session, Gavin Spitzner moderates a virtual panel discussion on the shift from investment-centric value props to advice- and planning-centric models and how…
A T3 webinar: Top Trends, Challenges and opportunities in Wealthtech
A T3 Webinar: Suzanne Siracuse interviews Larry Roth on the Top Trends, Challenges and Opportunities in Wealthtech.
How to Build the ‘Perfect’ Advisory Firm
It’s not rocket science, but it does require a tight game plan to address seven key business areas.
T3 Enterprise CTO Panel with Oleg Tishkevich
INVENT CEO Oleg Tishkevich moderates the Enterprise CTO Panel at the 2021 T3 Virtual Summit. Panelists include Nelson (Nick) Graham, with Cambridge Investment Research, Ed…
The Year in Review
By Oleg Tishkevich, CEO of INVENT As the calendar (finally!) flips over to the New Year, we wanted to take this retrospective opportunity to thank…