Articles tagged "T3"
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The ChatGPT write-up of the 2023 T3 conference in Tampa where it was a hot topic of conversation
The vaunted artificial intelligence pilot tool cited Bill Winterberg, Shirl Penney, robos and the move of advisor technology to the cloud
March 17, 2023 at 7:00 PM
The odd rhythms of T3 meant expectations got heaped on 'Schwabitade's' Tom Bradley, with modest delivery, but quietly Black Diamond, Altuist, TradePMR and something called Nebo landed punches
The 900-attendee extravaganza shows deference to elephant sponsors, celebrates the next-level brands and newbies and is not above enthralling to ChatGPT mania -- as it did years past with robos, crypto, ESG and other forgotten nex-big-things
March 17, 2023 at 2:02 AM
Schwab Advisor Services takes EXPLORE, IMPACT and SOLUTIONS 'virtual' in face of COVID-19 pandemic, updates merger, and makes clear the two scheduling details are unrelated
Set to be held in Fidelity's Boston backyard, IMPACT 2020 will move to the ether, making it one of the industry's premier virtual conferences in a sure sign the RIA world has dramatically changed.
April 29, 2020 at 6:41 PM
How Edelman Financial Engines spin-off deal became a RetireOne engine that's heating up the RIA annuity game again
The fee-based annuities marketplace of Aria Retirement Solutions adds Edelman's broker-dealer, 6,000 clients, 'hundreds of millions' in client assets and an old hand
November 20, 2019 at 10:19 PM
Mike Sha's robo-advisor faced tough choices until two wirehouses offered unique partnerships -- and maybe a new business model to boot
Sure, the SigFig's founder plays by some of UBS's rules in taking its financial backing and giant systems account but beyond that, the freedom to cavort with Wall Street rivals is pretty unlimited.
June 14, 2018 at 3:46 PM
Jud Bergman defines 'stupid' and post-'stupid' eras at his firm after Raymond James analyst dares to unearth the Yodlee question
The Envestnet CEO's rebuke, embracing the synonym for imbecilic and unintelligent, showed how raw feelings got in 2015 with the firm's purchase of Yodlee for about $600 million
May 29, 2018 at 11:03 PM
After Orion user conference, CEO Eric Clarke greenlights new software layer -- spearheaded by his general counsel
RIAs told horror stories to the Omaha software firm in Phoenix about SEC compliance -- encouraged by presentation by NorthStar's Kylee Beach -- and it fell on receptive ears this time
March 27, 2018 at 11:50 PM
How Lori Hardwick's startup -- funded to the gills -- may co-opt the advisor desktop by creating an overarching open architecture
The co-founder's AI Labs is a portal-of-portals software that means to create -- and just may -- a virtual mono-custodian, mono-software platform
March 15, 2018 at 1:53 AM
At T3 eMoney and MoneyGuidePro redraw the lines of battle and post-API-era blockchain discussion begins
Financial planning software giants zig to each other's zags, Ric Edelman rips the robos and Joel Bruckenstein bobbles
February 12, 2018 at 10:29 PM
Eric Clarke makes seven big Orion hires that reflect the big check it wrote to Bain & Co. -- including a 'poach' from his brother, Todd
The word-of-God consultant told the Omaha, Neb. software maker to build Eclipse, which worked well, and sparked demand for asset management and marketing experts
January 12, 2018 at 7:28 PM
Greg Friedman pockets maybe $20 million, subtracts one full-time CEO job and goes all in on Private Ocean
WisdomTree pledges $30 million of cash and 56 year-old seller will pour his energies into building $1.2-billion RIA with new roll-up strategy
January 2, 2018 at 10:28 PM
The top 10 most-read RIABiz articles of 2017 told stories about what RIAs, brokers, vendors can get away with post-DOL rule
Change is abrupt, pain is severe but most of it can be traced to custodians and advisors taking their medicine preemptively
December 28, 2017 at 8:49 PM
Vanguard Group makes $1.15-trillion AUM bet on blockchain technology that eliminates giant daily manual process
The $4.8-trillion giant applies the 'bitcoin' decentralized ledger to CRSP-tracked AUM to match indexes and index funds in real time
December 13, 2017 at 1:09 AM
The T3 Enterprise Conference showed the dark side of the RIA software business in Vegas
RIAs may be reaching a point of diminishing returns in buying software unless RIA custodians can join them in the reinvention process -- with the tenuous fate of cleverDome hanging in the balance
November 7, 2017 at 1:00 AM
Black Diamond loses serial white knight Dave Welling to a $10-billion RIA that uses Orion
The RIA performance reporting software giant in Jacksonville grew like crazy under its leader though two mergers but David Barton made an irresistible offer
