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How to Ensure Advisor Growth through a Consolidated Tech Stack

John Rivers
Written by John Rivers September 16, 2019

Today’s financial advisors are no longer the Goliaths, they’re the Davids. Due to rapid market and technology changes, they must now stand up to robo-advisors, fee compression, and technological uncertainty to provide clients with timely solutions that make them feel well-informed, secure, and confident. In addition, they must navigate more demanding client expectations and stringent…

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3 Highlights from the T3 Technology Conference

Chris Monaco
Written by Chris Monaco February 23, 2017

Dozens of vendors and hundreds of attendees gathered for the T3 Advisor Conference in Garden Grove, California, last week. Their mission: to share and gain knowledge on the technologies available to wealth management firms today and what the future could bring, in terms of increased competition and costs, for those who don’t proactively embrace innovation…

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