may be a new platform, but we are already making an impact in the industry. Read more about what other industry experts are saying.

Live from T3 – Tuesday’s Hot Takes

A consultant’s on-the-ground roundup of the biggest announcements and takeaways from the advisor technology conference.

The 2020 Technology Tools for Today (T3) conference kicked off in high style Tuesday morning with some big announcements from tech companies launching new products for financial advisors, and tech entrepreneurs launching new companies.


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Big Tech Flexes New Products at T3

Advisors will find new goodies on their platforms as IBDs and national RIAs look to expand their offerings.

The stakes were high for all parties at the recent Technology Tools for Today (T3) Enterprise Conference, held beachside in Ft. Lauderdale, Florida. The advisor industry’s technology ecosystem all gathered to showcase their wares in front of the big buyers from the larger independent broker-dealers, banks and national RIAs.


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Technology, Staying Relevant and the Pace of Change

A conversation with Lynch, Hwang, Miller, Pinsker, Schwantz, Tishkevich and Volpe

Matt Lynch, managing partner of Strategy & Resources LLC, assembled the group and led the discussion. The conversation began with self-introductions and an overview of current business strategy at the participants’ firms. Marie Swift, managing editor of the Executive Roundtable Journal, sat in to listen.
Matt began the conversation by talking about how Strategy & Resources views the evolution in the financial services industry through three lenses, dubbed “The 3 C-Drivers.” They are:


Read more Wins the Technology Disruptor Award in the 2019 Industry Awards Program

~ Cloud-native technology platform recognized for its tremendous impact in transforming the wealth management technology industry

September 18, 2019. Seattle, WA., an innovative software development consulting firm announced today that it has been recognized as the winner in the Technology Disruptors category in the prestigious 2019 Industry Awards Program. INVENT’s cloud-native technology was selected by a judging panel of industry luminaries in a highly competitive submission process.

The Technology Disruptor category recognized firms and their initiatives for, “How wealth management will be delivered in the future,” and was one of the deepest and most widely submitted categories in the entire Awards program. [..]

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