I’m in New York today presenting once again on technology that can transform an adviser’s business. Hopefully I’ll get through sequester-furloughed TSA screening to make my flight home!
Here are this week’s stories of interest:
Tales from T3: What jumped out from InvestmentNews.com
[Davis Janowski covered last month’s T3 conference on the spot, and fills this report a few weeks later about things that still stand out. Among the items are a 3D-printed “decoder ring” from Fidelity’s mad-scientist-in-chief Al Lee, TradePMR’s new Fusion platform, cloudRIA, and Orion Mail from Orion Advisor Services.] Now that I’ve had a little time to mull things over, I thought I would share some of the highlights. While the sessions were useful and popular, I often find it most informative to visit the vendor booths — and there were more than 80 companies on hand at T3.
