Remove Business Planning Remove Demo Remove Investing
article thumbnail

Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

Joey Corsica & SpotMyPhotos Fast-paced and nerve-wracking for some of the presenters, the annual WealthStack Demos did not disappoint and have become a fan favorite among attendees of the Wealth Management EDGE conference held last week at The Boca Raton resort in Boca Raton, Fla.

article thumbnail

Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

Q&A: What Was Behind Schechter’s Decision to Sell to Arax? It has become a challenge to keep up with new rollouts.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Our Technology Columnist's Takeaways from Wealth Management EDGE

Wealth Management

Related: Fynancial Wins Best in Show at Wealth Management EDGE Tech Demos “Data lakes are an important part of the foundational infrastructure of a firm that is growing, especially for a firm that is acquiring,” said Cook.

article thumbnail

Scenes from Day 2 of Wealth Management EDGE

Wealth Management

Still, some of the most popular parts of the conference continued this year as well: Tech Tours and demos, RIA Edge 100 wine tasting, next-gen meet up, mentor speed dating and ice cream in the expo hall. The first-ever kayak outing, game show, speed painter, headshot booth, InvestTours and more.

article thumbnail

Why People Plateau

Steve Sanduski

If you find that your associate advisors are spending more time fiddling with portfolios, tweaking financial plans, and demoing the newest technology than they are prospecting for new business, you’ll know they’ve reached their comfort level. The post Why People Plateau appeared first on Steve Sanduski.