[In a constantly shifting business landscape driven by hyper-competition and accelerating rates of change, company managements from small boutique firms to large enterprises increasingly are realizing that no firm, regardless of size, can thri
[The return of the T3 - Technology Tools for Today financial technology conference in Denton,TX was an important event bringing together and creating a financial industry ecosystem of FinTech leaders, advisors, social media gurus, and industry
[Over the past two years, the pandemic environment propelled a very dramatic shift towards an advanced deployment of data, digital, and FinTech technology.
[When applied using a strategic mindset, technology can solve many challenges, but you need to have a clear understanding of what technology can best accomplish.
"While we expected an ongoing evolutionary relationship between fund managers and administrators, COVID yet again earned its moniker as the “Great Accelerator” of change." - Evan Audette, UltimusLeverpoint
"This event is going to create a unique environment for creating awareness and also validating where an advisor wants to take their practice." - Adam Holt, Asset-Map
[In a year of much change, competitive threats and uncertainty in the asset management industry, I found these notes from a wide range of industry discussions and perspectives to be a sobering and informative overview on imp
"There's a lot of misinformation or misconceptions in the approach that managers are taking in terms of evaluating and purchasing pieces of technology." - Matt Franey, Celera Systems
"While digital transformation is not easy, once you undergo the process, the efficiencies and effectiveness of the organization increases tenfold." - Michael Pinsker, Docupace Technologies
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