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.
Analytics for Engaging Client Presentations
Christophe Gauthron, CEO of Kwanti, explains how visual and interactive portfolio analytics help advisors improve their communication with clients and prospects
The Evolution of FinTech Through Platform Changes
FinTech continues to grow in the cybersecurity space. Victor Bonilla, VP of Business Development of Portfolio Pathways sits down to discuss the evolution of FinTech through Integrated, portfolio and client experience platforms.
Risk Questionnaire: The Way to Stay Relatable
Larry Shumbres, CEO of Totum Risk discusses how Totum Risk differentiates itself by adding a multi dimensional scoring questionnaire to allows advisors to be relatable with their clients.
Integrating Technology for Advisors
Technology has become more important everyday. Joel Bruckenstein, president of T3 talks about the importance of educating advisors on digital marketing, as well as knowing the risk and encouraging advisors to network among each other.
Intelligence vs. Motivation: Future Outlook of Technology
With multiple sensitive topics and subjects spoken at the conference, Bob Verse, Owner and Commentator for Inside Information gives his intake on the matters. As broker-dealer protocol are breaking down and large companies are leaving, the window of opportunity to recruit workers is over. Bob also speaks about how financial planner will be regulated as long as there is fraud in business, the importance of protecting people from cybersecurity and how AI at this time may be too early to meet our needs and promises.
Round Table Discussion: 2019 Plans and Risk Outlook
Geoffrey Moore, VP Information Technology of Valmark Financial Group talks through the key takeaways of the t3 Conference from 2019 plans and risk management at the round table to the expansion of a client portal.
How Blockchain is Impacting the Fund Industry
Many firms in the fund industry have already ventured into understanding and applying blockchain to increase back-end efficiency, develop new trading platforms and are combining it with AI to have machine-driven advisory. Magdalena Ramada shares her thoughts.
Helping Community and Regional Banks
BankBosun chief executive Kelly Coughlin explains how his company helps address risk, regulation, and revenue creation concerns community and regional banks may have. He also discusses portfolio risk and where Advicent fits into his company’s mission.