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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

Author Guest Columnist Timothy Welsh February 16, 2016 at 7:19 PM
1 Comment
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Fidelity's Ed O'Brien, backed by a 30-strong army of staffers, unveiled a bundling app geared toward planning, not investing.

Conferences

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Robo-Advisors

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Technology


Joel Bruckenstein

Joel Bruckenstein

February 17, 2016 — 6:14 PM

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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Mentioned in this article:

Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh

MoneyGuidePro
Financial Planning Software
Top Executive: Bob Curtis

Morningstar, Inc.
TAMP
Top Executive: Joe Mansueto

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein



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