We met with TD Ameritrade Institutional’s Jon Patullo and Chris Valleley to update financial advisers on what’s new with Veo One® and the addition of FA Insights benchmarking information to support adviser growth.
Our coverage of the 2018 National LINC sponsored by Envestnet | Tamarac. Visit http://fppad.com/tamarac to sign up for a demo today.
eMoney hosted its first-ever Hack-a-thon at this year’s Advisor Summit in Dana Point, CA.
At the conclusion of the conference, four teams presented their solutions to a room full of judges and advisor attendees, where one team was ultimately selected as the winner of the hack-a-thon.
Get my summary of each team’s hack-a-thon creation in the video above, and then see how the winner was revealed on stage to close out the event.
(Watch the eMoney Hack-a-thon winner presentation video on YouTube)
eMoney is hosting its first-ever Hack-a-thon at this year’s Advisor Summit in Dana Point, CA.
Four teams were assembled, made up of four eMoney product managers, developers, and engineers combined with a diverse group of nearly a dozen advisers to explore ways to push the eMoney roadmap.
Witness the energy and activity of this event in the vlog embedded above, plus get a few tips on how to apply the design thinking process to your next brainstorming session.
(Watch the recap of the eMoney Hack-a-thon Day One video on YouTube)
Here is a great opportunity to get schooled in cybersecurity from the World’s Most Famous Hacker, Kevin Mitnick.
Envision Consulting, a Washington DC-based provider of IT services and support to financial advisory businesses, has hired me to be the master of ceremonies for a unique event to be held Wednesday October 19 in Tysons Corner, VA from 11am to 2pm.
Envision Consulting is brining Mitnick in to demonstrate his skills in front of our live audience and reveal just how vulnerable many of us are to sophisticated (and sometimes shockingly basic) phishing, spoofing, and social engineering attacks.
For more about Mitnick’s story and how he became known as The World’s Most Famous Hacker, watch the interview segment below with Stephen Colbert on the Cobert Report
So let’s get to the good stuff. You can enter to win a free ticket to this event, a $184.99 value, now through September 22nd.
Simply visit https://envisionconsulting.leadpages.co/fppad-cybersafe/ and use the Tweet button to post your entry via Twitter, or (since I’m all about efficiency) use the same Tweet button embedded below. All the rules for the contest, including notification information for the winner, are on the contest landing page, so be sure to review them to determine your eligibility.
Good luck, and I hope to see you in Washington DC on the 19th of October!
Day three of Fuse 2016 kicked off with all of the developer presentations followed by the awards issued by the expert panel of judges.
Ok, I might be biased regarding the judges’ level of expertise!
Visit https://www.orionadvisor.com/fuse-2016-award-winners/ for more information on the Fuse 2016 award winners
Day two of Fuse 2016 includes hours of coding and four outdoor activities.
We attempted to do them all!
Visit http://fuse2016.com/ for more information
See how day one of Fuse 2016 went down in Park City, UT.
Fuse is a three-day coding event with the financial services industry’s top software firms. Attendees work to create better integrations, build stronger relationships, and shape the next generation of financial technology. All while having a lot of fun.
On the final day of the 2016 Morningstar Investment Conference, we wrapped up our vlog coverage with several discussions about things to implement as attendees return to their office.
We first attempted to capture sound bites on some of the best ideas heard at the conference, but this ended up unfolding in an unexpected way.
Next we connected with Blane Warrene and Marie Swift who have supported Morningstar’s social hub since it’s debut at the Morningstar Investment Conference five years ago.
We finished with varying perspectives from more key Morningstar employees, with one of them including, if you can believe it, a karaoke song about account aggregation.
I hope you enjoy the experience of day three of the 2016 Morningstar Investment Conference from our perspective.
The 2016 Morningstar Investment Conference spans three days in Chicago to deliver the best investment ideas and discussions to financial professionals.
Morningstar asked my executive producer Steve and me to attend their conference and create a daily vlog.
I hope you enjoy the experience of day two of the 2016 Morningstar Investment Conference from our perspective, including a new segment we attempted called “Escalator Interviews!”
You might not believe who has started vlogging.
Morningstar, one of the biggest names in investment research, brought me to their conference to create a daily vlog about the event.
Experience the 2016 Morningstar Investment Conference from a completely new perspective: a vlog.
