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wealth management disruption

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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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The Artificially Intelligent Wealth Advisor

Chris Monaco
Written by Chris Monaco December 6, 2016

Recently, William Trout, Senior Analyst at Celent, presented a webinar on the evolution of artificial intelligence (AI) in wealth management and whether or not its full maturation, predated by that of robo platforms, will spell doom for human advisors or in fact strengthen the delivery and scalability of service, thereby enhancing the overall client experience. Indeed…

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Managing Expectations in an Indefinite Financial Services World

Chris Monaco
Written by Chris Monaco October 27, 2016

Managing expectations against reality can consume a person, as Marc Webb so poignantly juxtaposed in the adored romantic comedy 500 Days of Summer. Cinematic digression aside, such a balancing act is not only an undeniable component of life, but also a major factor in the hyper-dynamic, multi-faceted world of selling goods and services. Quite often…

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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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