How tech vendors pierced the glare generated by Fidelity's uni-bundle to get their message in edgewise to 650 advisors at T3
Apt metaphors for the state of the RIA business included a giant alarm clock and an actual drone delivering financial advice in the time of robo
Joel Bruckenstein
Thanks for the great article Tim and Brooke. I’ll take exception with one small item: It did not feel like a bare bones affair this year. We substantially upped our food and beverage budget. The Beach Bash was a blast thanks to the support of our wonderful sponsors. The venue was on of the best we’ve ever had. We received numerous complements on the hotel, the speakers, and the overall experience.Looking forward to hosting RIA Biz and all of our Tech friends next year in Anaheim, CA February 14-17, 2017
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