#ItzOnWealthTech Ep 1: Joel Bruckenstein’s highlights from the T3 Advisor Conference
“Our industry is still evolving. The entrepreneurs and innovators can’t just rest on their laurels. When they see an opportunity to do something exciting they just want to jump on it.” — Joel Bruckenstein Joel Bruckenstein, CFP® (@fintechie) is publisher of the T3 Tech Hub and the producer of the Technology Tools for Today (T3) […]
Vestmark Adds Option Trading as Defense Against Robo-Advisors
The top five robo-advisors have attracted almost $200 billion in AUM and some projections say that this total could hit trillions in a few years. Wealth management firms are looking for ways to help their advisors differentiate themselves from the now ubiquitous robo solutions. As stated in Cerulli’s 2017 US Advisor Metrics Report, money management services are at […]
19 Ideas from the T3 Advisor Conference Your Boss Needs to Know
In order to escape the Polar Vortex gripping the country, I traveled to a much more comfortable location in beautiful Denton, TX and attended the T3 Advisor Conference 2019. Ready to kick off #T32019 with the incomperable @FinTechie – Lets Go! #EverythingIsBiggerInTexas pic.twitter.com/LjCpGL7OQO — Craig Iskowitz (@craigiskowitz) January 30, 2019 How can we start a […]
