T3 Friday Liveblog - updated every two hours - latest: RIA and vendor critiques
First day of official conference sessions kicks off bright and early at 8:00am
Orion names 'left-brained' Natalie Wolfsen as CEO to replace Eric Clarke, and AssetMark, which synchronized its announcement, hires Michael Kim as her replacement
Orion Chairman Charles Goldman again lures his protege to self-replace, while Michael Kim was 'integral to AssetMark’s record financial performance over the past several years'
September 8, 2023 at 11:58 PM
How Edelman Financial Engines spin-off deal became a RetireOne engine that's heating up the RIA annuity game again
The fee-based annuities marketplace of Aria Retirement Solutions adds Edelman's broker-dealer, 6,000 clients, 'hundreds of millions' in client assets and an old hand
November 20, 2019 at 10:19 PM
Technology Tools for Today
Top Executive: Joel Bruckenstein
J Brian F
There was mention of an RIA using a Macintosh, and the possibility of a Mac-centric article. It would be interesting to hear what the pulse of the community is regarding using hardware other than Microsoft Windows-based systems. Such an article could do it. I am surprised this was not a specific topic at the conference (I did not attend, so maybe it was).
There was indeed a session at T3 specifically focusing on the Mac platform. I didn’t get to attend, but spoke at length with one of the panelists and do hope to write just the article you’re hoping for in the near. I think there could be a lot of movement in that areas in the next few years, particularly due to the inspiration from everyone getting iPads.
Peter Hess told me at T3 that the Advent developer team had to buy a bunch of Macs to start their iPad development project — I suspect the same is happening at other vendor shops, which may well lead to some more thought about desktop apps on Mac OS.