The Fintech Fix: Inside the Orion & Asset-Map collaboration
We're excited to showcase our latest integration with Orion Advisor Services. Asset-Map CEO H. Adam Holt, CFP®, ChFC® discusses the benefit of our partnership to the advisor and client experience:
'The Finsurgents' : Technology and Banking
Asset TV sits down with Daniel Simon, CEO of Vested and the author of the soon to be released book 'The Finsurgents.' Starting with the 2008 financial crisis, Simon explains how technology-driven platforms began reshaping the banking industry, pivotal innovators in the sector, and the stories behind the rise of Fintech.
Service and Technology Key For Custodians
What should advisors be keeping an eye on? Robb Baldwin, President and CEO of TradePRM, highlights two key areas he believes are important and how T3 is the leading event in the RIA space.
Democratizing Due Diligence
What is cleverDome? John Cho, cleverDome's COO in Residence explains their member-driven democratization of the due diligence and cybersecurity software. Cho breaks down how they have partnered with TD Ameritrade to securely transmit information from advisors to clients.
What To Expect From T3 Technology Tools For Today Conference
Joel Bruckenstein, President of T3 Technology Tools for Today, gives an inside look at the exciting events happening around the T3 TechnologyTools for Today conference. Highlights include their virtual exhibit hall and exclusive announcements.
The Buried FinTech Treasure Waiting for Discovery
H. Adam Holt, CFP®️, ChFC®️, Asset-Map Founder and CEO, shares why the financial planning industry should promote innovation from within the sector. With more than two decades of experience as a financial professional, Adam explains how the next big idea in FinTech is already in the minds of the individuals executing their roles - yet legacy technology and culture often stifles innovation. In this video, Adam shares his journey to bring field-driven advisor innovation to the forefront of mass adoption, disrupting the advisor/client experience for the better. Adam argues that when we encourage this type of change, we release the next wave of FinTech disruption.
Cetera Technology Innovation and Strategy
Financial services are very likely to be most impacted from technology. Adam Antoniades, President of Cetera Financial Group discuss how technology navigates through the disruptive trends seen in the market place, the different types of disruptive trends being experienced at this time, and the focus on engagement through new technology.
How Your Life Situation Impacts Your Investment Risk Tolerance
Looking across the board in the risk space, a common realization was that all of the tools focus on preferences alone which changes all the time. Larry Shumbres, Chief Executive Officer of Totum Risk discusses the use of risk capacity for facts and not feelings, updating questionnaires for a better analysis, and how this will effect both the client and advisors as a whole.
Leading the Way to Democratizing Investing Worldwide
Financial disruptors, investment advisors and wealth managers can now use cutting edge digital technology to offer compelling investment products to their clients around the world. Robert Cortright, founder and CEO of DriveWealth LLC, sits down to discuss real-time fractional share trading, onboarding clients of any size in any country, and the future of DriveWealth in Fintech.
Learn about RBC’s Clearing & Custody offering
Chief of Strategic Development Craig Gordon discusses the full-service custodial platform, backed by the global strength and stability of RBC.
NaviPlan Prepares Advisors for the Third Wave of Financial Planning
Financial planning technology has long since evolved from spreadsheets and printed reports. However, a firm’s planning methodology can often remain heavily dictated by the software they use and the historically rigid cash-flow or goals-based models that these tools support. Advicent COO Anthony Stich explains how firm strategies, advisor workflows, and client expectations have evolved over the past ten years and how the next wave of financial planning practices will ultimately return greater financial planning autonomy to advisors.
The Greatest Advice You've Never Heard
From new user experience to the way advisors can improve speaking with clients Aaron Klein, Chief Executive Officer of Riskalyze presents what is new for Riskalyze in this years' T3 Advisors Conference and how important motivating reasoning and selective exposure combined are when it comes to investing.