Bellevue, Washington-based SC Financial Group was founded in 2008 and has four advisors.
Companies are also likely to add financial wellness benefits, such as emergency savings funds, over the next few years, according to experts polled by Transamerica.
Rose Palazzo, group president of financial planning at Envestnet, joins technology editor Ryan W. Neal on the T3 conference floor to share some of the latest features and enhancements coming to MoneyGuide, as well as a sneak peak at a future product coming to help advisors charge for financial planning.
Should wealth management firms build their own technology or integrate with third parties? Carson Group chief technology officer Nimesh Patel joins InvestmentNews technology editor Ryan W. Neal on the T3 conference floor to discuss the options for creating a differentiated technology platform, and their shared love of 'The Last of Us' on HBO.
T3 producer Joel Bruckenstein shares some inside tips on what to enjoy in Tampa Bay; discusses what his latest advisor technology survey uncovered about cybersecurity; and talks about some of the most interesting new technology startups in the T3 expo hall.
Riskalyze co-founder and CEO Aaron Klein reflects on 10 years of attending the T3 conference and speaks with technology editor Ryan W. Neal about how his company is helping financial advisors grow without twisting them into salespeople. Klein also talks about how the company is strategizing integrations and lighting the beam for the Sacramento Kings.
Alison Dooher, the managing director of digital advisor solutions at Charles Schwab, shares an update on the ongoing technology integration between Schwab and TD Ameritrade. Live from the T3 expo hall, Dooher also talks with InvestmentNews technology editor Ryan W. Neal about how advisors are using their data, her quest to make the perfect pizza dough, and the show 'Yellowstone.'
New York City-based Heron oversees $300 million in assets and is led by president David Edwards.
Columbus, Ohio-based Matthew Terwilliger and his team will operate as Iterhic Wealth Advisors.
A Fidelity survey produces a retirement score of 78 in 2022, down from 83 in the previous survey in 2020.
