Orion Advisor Services hosted Fuse 2015, a developer event the company organizes to encourage development of new apps and solutions for advisors and to increase the quantity and quality of integrations with Orion.
I created three videos from Fuse 2015 to get you an up close look at what happens at this exciting developer event.
Follow this link to view the Fuse 2015 Award Winners and view the #FuseUtah hashtag on Twitter.
What does “cognitive computing” mean for financial services? To find out, I went to IBM’s World of Watson event held this week in New York City.
Get an up close perspective of this unique event! (total runtime: 3:17)
Brian Hamburger is Founder, President and Chief Executive Officer of MarketCounsel, a leading business and regulatory compliance consulting firm to investment advisers.
In his 2015 Shareholders Service Group Conference session, Hamburger highlighted trends in fiduciary harmonization, succession planning, cybersecurity and more to a room full of independent advisers.
Watch the video below for Hamburger’s most important takeaways from his session.
Author and keynote speaker Andy Hill delivered an inspirational message to attendees of the 2015 Shareholders Service Group Conference.
Hill is the author of Be Quick – But Don’t Hurry: Finding Success in the Teachings of a Lifetime
Watch the video below for Hill’s most important takeaway from his high-impact session.
Find out what Angie Herbers, co-founder of Kaleido, Inc. says is the key to unlocking transformational growth inside a financial advisory firm.
I’m covering events at the 2015 Shareholders Service Group Conference in San Diego, CA. Watch the video below to learn about recent strategic partnerships formed with technology providers Junxure and Vestorly leading up to this year’s conference.
I just returned from TD Ameritrade Institutional National LINC 2015 Conference in San Diego where I produced a couple of videos covering the technology updates from the event.
First, you can get a glimpse of the “vendor village” TD Ameritrade Institutional configures for the technology providers that are integrated with the open access capabilities of the Veo® platform.
Nearly 40 of the 85+ integrated providers were on site providing demos of their technology to the thousands of advisors in attendance.
With over 85 integrated vendors, you may see several new companies that you haven’t heard of before, including Advizr, Vanare, and Upside.
Next up is a preview of Veo One™, TD Ameritrade Institutional’s updated online dashboard designed to be a single source for an advisor’s daily workflow.
Veo One is currently in a private testing period with select advisers, and the official rollout is anticipated in late summer or early fall of 2015.
The first five Veo One integrations will include DocuSign® and Laser App Anywhere for account opening, financial planning software from MoneyGuidePro™, Orion Advisor Services for portfolio management, and Redtail Technologies for CRM.
Watch the video above for a wrap up of Schwab IMPACT 2014.
For this video, I joined Technology Tools for Today co-founder Joel Bruckenstein for a discussion of the top technology highlights from Schwab IMPACT 2014. Hear why Bruckenstein says this year’s event was one of his “favorite Schwab IMPACT conferences ever.”
Watch the video above for highlights from day two of Schwab IMPACT 2014.
Brian Shenson, VP of Schwab Advisor Services, addresses the company’s rebranding of Schwab OpenView Mobile to Schwab Advisor Mobile Connect and Project PM2 to Schwab Advisor Portfolio Connect.
Watch the video above for a quick technology-focused recap of day one at Schwab IMPACT 2014.
This includes an interview with SVP of Schwab Intelligent Portfolios Naureen Hassan addressing the benefits of the pending automated investment service to be released in 2015.
