InvestmentNews INsider

The INsiderblog

InvestmentNews reporters offer their take on intriguing or controversial articles from around the web.

'Fear of missing out' drives T3 agenda as tech news comes fast and furious

The crash of the conference host Wi-Fi — caused by all the techies — didn't help

Feb 11, 2014 @ 8:47 am

By Joyce Hanson

Monday — Day One of the T3 Technology Tools for Today conference, and instead of scurrying back to my room to write this blog post, I'm sitting in the middle of the swirl here at the Hilton Anaheim because I don't want to miss anything. For the three days that T3 is in swing, I have a feeling I'll be suffering a serious case of FOMO — fear of missing out — as the tech news comes fast and furious and I scramble to be everywhere at once.

Case in point: about half an hour ago, I snuck in to catch up on a conversation between Jason Borgmann, vice president of adviser-facing technology at LPL Financial, and Dryden Pence, chief investment officer of Pence Wealth Management. Their session title was pretty irresistible: “Adopting Complex Trading and Re-balancing: The Best and Most Terrifying Thing I Did in 2013.”

Laptop and smartphone firing on all cylinders, I was all set to take notes on how Mr. Pence finally took the plunge last year to be LPL's beta guinea pig in a new platform launch when I noticed that I couldn't get a working Wi-Fi signal. Oh no! Was it me? Was it my hardware? I rushed from California Ballroom B to Pacific Ballroom A, thinking maybe I could get a working network if I switched rooms. And anyway, Envestnet | Tamarac was on tap to do a presentation in Pacific A on the integrated RIA platform, and that was an obvious can't miss opportunity to find out how critical tech integration has become for bringing profitability to advisory firms.

Wi-Fi was a no-go in Pacific A, too. I felt the edges of a mild panic curling in around my brain as I wondered how I was ever going to tweet about all these exciting new developments in platform launches and integrations if I couldn't get a signal. So I headed over to the T3 registration desk and joined a few other tech geeks looking distraught and tapping hopelessly on their mobile devices.

We were told that T3 conference-goers were such a heavy drain on the hotel's network with all our tweeting and YouTubing and e-mailing and such that we had crashed the system. Somehow, that makes me proud. But the upshot was we could forget Wi-Fi access for a while.

So now here I am, tapping away on my good old-fashioned MacBook Pro, quietly listening to a presentation on SunGard's new CompAct multi-concept planning tool (note to self: look up “multi-concept” and find out if it's a technical term), which helps advisers produce holistic financial plans quickly and interactively, and Plan Track, which lets advisers show how a client's actual account balances are tracking to the expected projections of the financial plan.

But uh oh, wait a second. I just took a peek at the T3 agenda. Oh, no! No! No! I'm missing the Advicent Solutions presentation from Linda Strachan, and I made a special note that I could not miss her session on learning how unprecedented flexibility from NaviPlan and Profiles software drive client engagement and position advisers for success in an evolving market.

Maybe I can catch the last 15 minutes of Ms. Strachan's act. But that means I'm going to miss the HiddenLevers session on portfolio stress testing. Those HiddenLevers guys are on my to-do list, with their high-end software that's on the cutting edge of risk management technology.

But hey, is that Oleg Tishkevich over there? I have to say hello. I'm still trying to figure out his whole “widgetization” trend at Finance Logix, and thanks to the Wi-Fi crisis, I missed his session with Aaron Spradlin of United Planners about how widgets and Finance Logix's open API have played a big role at UP.

Once again, I'm missing out here at T3. Gotta go.

0
Comments

What do you think?

View comments

Recommended for you

Upcoming Event

Jul 10

Conference

Women Adviser Summit

The InvestmentNews Women Adviser Summit, a one-day workshop now held in four cities due to popular demand, is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next level.... Learn more

Featured video

INTV

Cameras roll at Best Places to Work for Financial Advisers' awards

Advisory firm winners on the top 50 InvestmentNews list of Best Places to Work for Financial Advisers explain the significance of this recognition at the Chicago awards event.

Latest news & opinion

Focus Financial files for an IPO valued at $100 million

The RIA aggregator, founded by CEO Ruediger 'Rudy' Adolf (above), has partnered with more than 50 registered investment adviser firms.

Piwowar defends SEC's best-interest rule

SEC commissioner says the Department of Labor rule set up an 'unworkable, impossible set of standards for people to comply with.'

RIA in a Box acquired by private equity firm Aquiline Capital

New owners plan more growth for the software service provider.

IBDs with the most female reps

Here are the 10 independent-broker dealers that have the most female reps.

Supreme Court decision likely to prevent brokers from filing class-action lawsuits

However, it likely won't bar employees from filing 401(k) lawsuits against their employers.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print