Future Shock: Ric Edelman Predicts The End of the World As We Know It

Ric Edelman

The world that financial advisors know is coming to an end. The exponential growth of disruptive technologies will impact every aspect of human life and society, according to Ric Edelman, founder and executive chairman of Edelman Financial Services.  Advisors must adjust every service they offer in response to these changes or risk being left behind, he […]

7 Game-Changers from the T3 Advisor Conference

T3 Advisor Conference

Industry focus. Relentless focus on gathering knowledge. A burning desire to stay up-to-date on the latest technology trends in wealth management. These are all of the reasons that I spent the week in Fort Lauderdale attending the T3 Advisor Conference and did not go home early to be at the Eagles Super Bowl Parade. Forty years […]

Is AdvisorEngine Building a Tamarac Killer?

AdvisorEngine Junxure

How much do you need to spend to build a wealth management platform that is able to compete with the established market leaders? Around $60 million, based on the total investments gathered by upstart wealthtech vendor AdvisorEngine. This is how much cash the firm has grabbed since 2014, when it was launched by Rich Cancro, who […]

Winners of Wealthtech: Eric Clarke

  When you’re on a roll, it’s best to try and keep it going and ride the wave. This post marks the seventh installment in our Winners of WealthTech series, where I sit down with industry leaders who have made their mark in wealth management technology with a track record of innovation and success. I […]