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Advisor Technology Spending Continues

In a previous blog post about the recently held Technology Tools for Today (T3) conference, we highlighted that advisor technology remains hot driven by continued innovation from emerging technologies and the rush by advisors to enhance the client experience. Findings

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Posted in Advisors, Black Diamond Performance Reporting, Technology, Wealth Management and Financial Planning

Advisor Tech is Hot at T3

To get a handle on the state of affairs in the advisor technology industry, the annual Technology Tools for Today (T3) conference held last week at the Hyatt in Garden Grove, California, was the place to be.

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Posted in Advisors, Technology, Wealth Management and Financial Planning

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