[The rate of speed of financial technology development and its deepening applications continues to accelerate through a unique alchemy of tech firms now constantly integrating other or even newer tech to further enhance their value.
[Due to accelerating rates of industry change and hyper-competition, financial advisors have been driven to develop more innovative approaches in redefining and redrawing the parameters of what a financial advisor can do and be for their clien
[The purpose of a business is not merely to make a profit but, more importantly, to make customers. It is only from the development of that connection - between a business and its clients - that profit and growth will spring.
[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
"Most important, improving communication quality and frequency with personalized insights, targeted signals, and specific Next-Best-Actions maximizes and reinforces advisor relevance." - Nathan Stevenson, CEO of ForwardLane
"Rather than just looking at disruption as a function of technology innovation, we wanted our research to get at the true nature of what was going on." - Steven Lewis, MarketBridge
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