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 fast success and outsized growth of the independent advisor segment attracted larger technology players and private equity investors eager to get in on the…
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.
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…
Change is afoot in the IBD space, and “RIA-ifying” appears to be the chosen path.
Who wins, who loses and how to adjust when a Goliath like Walmart enters the wealth management space?
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: Suzanne Siracuse interviews Larry Roth on the Top Trends, Challenges and Opportunities in Wealthtech.
It’s not rocket science, but it does require a tight game plan to address seven key business areas.
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…
