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financial advisor technology adoption

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2017 Tech Trends to Watch in Wealth Management

Chris Monaco
Written by Chris Monaco April 13, 2017

CEB TowerGroup recently released a report on the biggest technological trends occurring within wealth management for 2017. The industry push towards adopting fresh technologies is driven by a culmination of factors like slowing AUM growth, increased regulation, fee compression, and a major shift in client demographics and behavior. Because of these tougher market conditions, pre-tax…

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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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Get Ahead of the Digital Wealth Management Curve, Now

Chris Monaco
Written by Chris Monaco June 9, 2016

Two weeks ago Seismic wrote a blog post that looked at the rise of Millennials in terms of both their expansive working population and potential as candidates for advisory services. As conversations—and debates—centered on how to leverage the buying power of this massive generation continue, a sea change within the financial services industry is well…

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