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.
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.
Advisory Trends and Challenges with Kunal Kapoor
The industry is constantly changing, but the main challenge that advisors have always had is communicating their value to clients. Kunal Kapoor, Chief Executive Officer of Morningstar discusses the future of the financial industry, the value of great advice, and the key pain points today’s financial advisors face.
Finding Your Company's Niche
In all of us there is a balance between a highly selfish and a altrusitic advisor in order to help grow a business. Joe Elsasser, CFP, RHU, REBC, President of Covisum speaks about how to maintain that balance, the technology tools one could use as leverage and ultimately how to find your niche in the economy.
T3's Perspective on Orion's Development
Joel Bruckenstein, President of T3, discusses some of the highlights from the Ascent conference in Miami