March 27, 2020

Top 6 Mistakes Advisors Make When Working from Home – and How to Avoid Them

Generally speaking, financial advisors and the firms that serve them have done a tremendous job of responding to the COVID-19 crisis. Although many of us are […]
March 17, 2020

There’s Change Afoot at Pershing: New Leadership Charts Course, Adds Subscription Model

As Mark Tibergien gets ready to hand over the leadership of Pershing’s RIA business to his protégé Ben Harrison, there is change afoot at Pershing. The […]
February 24, 2020

Highlights from the 2020 T3 Advisor Conference in San Diego

Every year, the T3 Advisor conference officially kicks off fintech announcement season. There are other notable industry events that happen before T3 in January, but it’s […]
January 20, 2020

Find New Advisor Technology Solutions at the T3 Advisor Conference

Editor’s note: Every year since 2012, financial advisor and industry influential Michael Kitces has published a list of “best conferences” for advisor consideration. This guest post […]
December 30, 2019

Advyzon Ups Its Game: An Underappreciated, Compelling Value in a Crowded Field

When it comes to portfolio management and accounting software, there is no lack of competition. Albridge has historically done well among hybrid RIAs, although Morningstar, which […]
November 19, 2019

Schwab IMPACT: “All In” on Technology

The theme of this year’s Schwab IMPACT Conference was “All In”, and it was gratifying that the theme extended to technology. When I last visited IMPACT […]
October 14, 2019

FiduciaryShield by BidMoni Brings a Turnkey 401(k) Solution to Financial Advisors

Fiduciary financial advisors should own the 401(k) market. There are still way too many high cost plans out there that have hidden fees, a sub-optimal line-up […]
September 9, 2019

Ten Years of Innovation and Collaboration Celebrated at TD Ameritrade Tech LINC

I recently had the pleasure of attending the 10th annual TD Ameritrade Tech LINC, formerly known as the TD Ameritrade Institutional Technology Summit. TD Ameritrade was […]
August 28, 2019

Technology Was Center Stage at Recent LPL Focus Conference

From the moment I set foot in the San Diego Convention Center, the site of the recently concluded LPL Focus Conference, the technology focus was evident. […]
July 16, 2019

Salesforce to Offer New, Low Cost Financial Services Cloud Solution to Financial Advisors

Salesforce, the world’s leading CRM platform provider, announced today the release of a new bundled solution for financial services professionals. Dubbed “Grow Client Relationship Fast Start” […]