News, Vision and Voice for
the Advisory Community
advertisement

Content tagged "T3"


Technology Tools for Today

Filed under: Conference, Consulting Firm
See full listing in the directory »


Jeff Ramseyer: My joining Addepar signals the company's successful growth trajectory, not a shift in strategy.

Addepar hires in the direction of revenues -- and maybe even an IPO
The mature start-up adds an ex-Advent sales chief a year after hiring a CFO with a nose for initial public offerings

Tuesday 9.23.14
Tony Hallada: They'll be far beyond in two years where they are today.

Envestnet-Tamarac wins four more RIAs with an average of $5 billion of AUM by selling a vision
The Seattle-based firm signs on CliftonLarsonAllen Wealth Advisors, Beacon Pointe Advisors, Convergent and Freestone

Wednesday 9.10.14
Bernie Clark: We're going to rewrite the whole portfolio management tool.

Bernie Clark promises Schwab is getting there on its PortfolioCenter rewrite but competitors say the clock is ticking
Rivals cite lingering challenges for the ubiquitous software but its custody platform tie-in is a difference-maker, Joel Bruckenstein says

Friday 7.25.14
'Telepresence' robots allow an advisor to be in two places at once -- at least from the neck up.

Fidelity now has an Office of the Future for RIAs, pre-RIAs and their clients
Part Best Buy, part Google, part Office Depot, the Rhode Island facility has robots, wearable tech and hard floors

Thursday 5.1.14
Greg Friedman and Neesha Hathi may symbolize how companies like his Junxure and her Schwab are getting close, but not too close.

How big companies stampeded to T3 with big bucks and how it affects the once maverick RIA software show
Broker-dealers, custodians, Salesforce and TAMPs are paid more and played more in Anaheim

Thursday 2.13.14
Justin Wisz (r.): There is an incredible opportunity for advisors to use digital channels to generate leads for their businesses.

Joel Bruckenstein convenes a wholesale version of T3 for IBD execs who choose software for thousands of reps
In his usual no-frills style, the technology guru brought together 200 broker-dealers and tech execs where airplanes thunder in Chicago

Thursday 11.7.13
Davis Janowski: That's something I can get excited about -- rather than writing to the 1%.

Davis Janowski gets scooped up by Wealthfront
The longtime IN technology voice will now straddle Silicon Valley and the East Coast in a new role

Wednesday 8.7.13
Tim Welsh: If you're not there people say, Why isn't so and so there? It's the missing persons effect.

Postscript: What exactly should we make of the T3 phenomenon?
True, software vendors themselves may be more enthused than advisors, but the conflagration of information-sharing ventures on RIAs' behalf is no footnote

Friday 2.15.13
Fidelity brought to T3 a smart TV using Aviya technology that provides avatars for an online, remote meeting.

T3 goes big in Miami but Fidelity steals the show with avatar advisors and smart coffee tables
Joel Bruckenstein's hype about his event's must-see status ain't hype as virtually every RIA technology vendor -- from behemoth to garage dweller -- put on a show for advisors

Thursday 2.14.13
Brian Shenson: We're ... letting everyone read our own review of ourselves.

Schwab bluntly reviews PortfolioCenter to coax thin-skinned software vendors to its Zagat-like forum
Our take on Schwab's self-review: It's disarmingly fair but short on specifics -- and just plain short

Tuesday 2.12.13
Mike Golaszewski: If your product has an advisor end-client-facing component and it's not mobile, you probably don't have a product in two years.

Where RIA technology stands heading into 2013 after 2012 lost some steam
Philip Palaveev, Mike Golaszewski, Spencer Segal and Joel Bruckenstein weigh in on whether the 'mega-solution' will gain traction vs. the mix and match option

Wednesday 1.2.13
Neesha Hathi: We think we can bite this off.

Schwab bids to become the 'Zagat' of RIA technology and to nix ink signatures from RIA life
Neesha Hathi presents the dueling intiatives as next steps in her custodian's march toward serving 7,000 advisory firms

Wednesday 11.14.12
Brian Shenson: It's getting more looks (from legacy RIAs) as we add value.

Schwab adds element to plug-and-play technology with eye toward existing RIAs, not just fresh wirehouse recruits
NetDocuments will put electronic files right into the CRM window for RIAs using Schwab OpenView Integrated Office

Friday 10.26.12
Advisors converged at the Bellagio this week to witness the ongoing integration of Advent and Black Diamond.

Advent envisions a cloud-based world under stormy Las Vegas skies at the software giant's annual confab
With more than 100 breakout sessions -- not counting Black Diamond's dozen -- the conference provided deep dives into the joined firms' bag of wares

Thursday 9.13.12
Launch No. 2: RIABiz correspondent Timothy Welsh and T3's Joel Bruckenstein set sail.

After a year under wraps, Laser App unveils a new "anywhere" product at its sixth annual conference in San Diego
Laser App Anywhere is, from its cloud, fundamentally different from the company's legacy desktop, server-based software products

Monday 8.27.12
Oleg Tishkevich: What if we took an employee retreat and brought our clients with us?

Finance Logix makes a splashy bid for RIA business with its inaugural conference in Las Vegas
The coming of Windows 8, the cloud, the massive adoption of mobile technology and tools for retirement income planning were hot topics at the Sin City confab

Monday 4.30.12
Joel Bruckenstein (with David Drucker): It is the only time during the year that all of the technology vendors to the industry are gathered in one place.

RIAs flock to Dallas for the T3 technology conference
The seventh annual gathering drew 500 advisors, execs, software vendors and custodians with integrations, mobile apps and clouds on their minds

Tuesday 2.21.12
Dick Cheney expressed some gloomy views about the economy and the terrorist situation.

TD Ameritrade brings some Florida heat to the RIA winter
The custodian rolled out a major event sprawled across multiple hotels

Monday 2.6.12
Mark Evans: Zywave's proven track record as a highly regarded innovator and commitment to advancing next-generation financial planning technology for advisors and their clients make it the ideal partner.

EISI strikes a deal to cash out its shareholders
The buyer, Zywave, is a force in the property-and-casualty world

Tuesday 10.25.11
Bob Veres is helping provide the practice management twist to this new conference series.

What Messrs. Bruckenstein, Drucker and Veres cooked up in a Chicago airport hotel
The pilot effort to make a T3-like event with heavy admixtures of wealth management and practice management looked good

Tuesday 10.18.11
Peter Hess: We are continuing to aggressively reinvest Black Diamond’s profits back into the business to accelerate our ability to expand [its] feature set and serve even more clients.

How Advent plans to make money with purchase of 'break-even' Black Diamond
Company execs tell Wall Street analysts that in-house Axys migrations will be more likely and more profitable

Thursday 9.1.11
Sam Vassa: I have clients who say they’ve spent three weeks learning NaviPlan — our philosophy is that you should be able to use a piece of software immediately.

Former Microsoft executives are out to make Figlo compete with EISI
The Dutch financial planning software has a solid history with European banks, and is gaining traction with RIAs

Thursday 7.21.11
Jim Lumberg: Our ambition is to become the leading provider of aggregation performance reporting and billing solutions in the marketplace, and we’re investing accordingly.

Envestnet unbundles portfolio management software for RIAs and it won't be a sideshow
The Chicago firm serves 19,000 TAMP clients with technology, now it wants to take on Advent/Black Diamond

Wednesday 7.6.11
Sunit Bhalla: I can log into my bank in seven keystrokes.

How one RIA is running his practice on a Mac and finding it totally doable
Sunit Bhalla is taking full advantage of Apple to make sure he stays a one-man shop

Wednesday 6.29.11
Nevin Freeman: The next decade in advisor tech will see radical new user interfaces that will make typing in a client's address seem like an arcane waste of time.

T3 reflections: Where to watch for the next big advances in RIA technology
Vendors are turning their attention to the part of the software that you see

Monday 2.28.11
Bob Veres: In my mind, this is the place you come to find out where the future is.

Eavesdropping on the T3 conference by four bloggers with four missions as attendees
Social endurance needed as much as technical savvy at this technological event

Wednesday 2.23.11
Joel Bruckenstein and David Drucker welcome 450+ attendees to the official start of conference

T3 Friday Liveblog - updated every two hours - latest: RIA and vendor critiques
First day of official conference sessions kicks off bright and early at 8:00am

Friday 2.18.11
Ed O'Brien and Page Clark show off the iPhone version of WealthCentral at T3 in Weston, Fla.

Fidelity releases WealthCentral Mobile for the iPhone
Android app to come in Q1

Friday 2.18.11
Weston's a sleepy suburb but Miami bustles nearby

Eavesdropping on the T3 Pre-Conference Miami Vice-style
South Beach strolling and hustling for integration deals mix in balmy breezes

Friday 2.18.11
Joel Bruckenstein: Expected weather for #T32011: Mostly sunny all days with highs of 78-81 degrees, lows in the low 60's

The T3 conference heads to the Everglades -- and so does RIABiz
Live-blogging from the industry's in-depth technology event comes on Friday

Wednesday 2.16.11
Julie Littlechild: There is so much in this industry about talking. This is about doing.

The FPA's practice management event boasts two hot speakers in its first day
California entrepreneur and NSA star are among the top draws

Tuesday 3.2.10
George Tamer let it be known that technology without a dedicated effort by the financial advisor won't yield great results

The T3 conference hit its stride Friday with key speeches and a hum of activity
An IBM big wig cleared up some issues surrounding 'cloud' computing

Monday 2.22.10
Elaine Lennox of IBM was the main event

Faces of the T3 conference in San Diego
Top IBM-er lets crowd know that cloud computing is a nebulous subject

Saturday 2.20.10
Matt Abar is talking up his vision of the future at the T3 conference

T3 conference sizzles under the hot San Diego sun
RIA event is all about making expensive business decisions

Friday 2.19.10
Joel Bruckenstein says it was the final straw when his speech at a big industry conference got bumped into nighttime.

The T3 conference has a rebellious air and the makings of success
Bruckenstein and Drucker channeled their frustration about industry conferences into creating a tech mecca for RIAs

Friday 2.12.10

From the RIABiz Directory »

The Industry Sourcebook for RIAs


Browse All Archives


2014


    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2013


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2012


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2011


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2010


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2009


    December
    November
    October
    September
    August

Most Emailed Stories »

Jon Stein: We've been working on it for the last six months. We wanted to wait until tax loss harvesting and trust account support was in place.
50 shares
Fidelity and Betterment sign a deal with Steve Lockshin and Marty Bicknell as groomsmen at the altar

Brent Burns: A bond fund is simply a mutual fund that happens to own bonds (or in many cases derivatives) with no obligation to pay back anything.
23 shares
Why unconstrained bond fund skepticism is justified (think 2008, not 2013) and why RIAs should say: None of the above

Jon Jones: I'd gone full-force in terms of how to make myself replaceable; that was my goal in hiring a director of finance, hiring a director of marketing, hiring a director of technology, hiring a COO to basically take over the daily management.
7 shares
How a Deloitte breakaway built a $3.8 billion RIA rapidly in Seattle -- and why those billions moved from Schwab to Fidelity as part of the story

The forecast for the 401(k) business is bright and foggy.
7 shares
What exactly is doable for an RIA in the 401(k) business?

Bill Gross exudes personal accountability -- even amid a few eccentricities.
1 shares
The very good news that RIAs can take away from the whole Bill Gross imbroglio


Get the RIABiz Today
Email Alert »