February 22, 2018
It was great to see so many of you at the 15th annual T3 Technology Conference for financial advisors. Nearly 700 of you made the trip […]
July 20, 2016
Whether it’s a young Arnold Schwarzenegger breaking through a wall or a space station turning against you, the machine takeover has been on the minds of […]
July 18, 2016
Another Cutting Edge Innovation from Orion Orion Advisor Services has long had a well-deserved reputation for innovation in the financial advisory technology industry. They were among […]
July 11, 2016
Fidelity’s 2015 RIA Benchmarking Study found that 23% of clients are 70 years of age or older and that they hold 28% of assets. One can […]
June 29, 2016
While at the T3 Advisor conference, February 2016, Bob Veres of Inside Information / Insider’s Forum talked with Marie Swift of Impact Communications about technology for […]
June 20, 2016
At the recently concluded TD Ameritrade Elite LINC Conference I had the opportunity to attend a session on the proposed Financial Crimes Enforcement Network (FinCEN) anti-money […]
June 17, 2016
“Integrated” and “transparent” are common buzzwords associated with today’s wealth management technology platforms—except when it comes to accounting for trusts with multiple beneficiaries, as well as […]
June 15, 2016
Compliance is complicated, right? Wouldn’t it be nice if there was an app for that? There is. In fact, there are two of them. Plus a […]