Message from a T3 newbie

Even the most seasoned veterans of the T3 technology conference can feel swamped with information after a full day of thought-provoking interactions.
NOV 07, 2013
Even the most seasoned veterans of Joel Bruckenstein's and David Drucker's T3 technology conference can feel swamped with information after a full day of thought-provoking speaker sessions, breaking product news, must-see platform demonstrations, visits to the exhibit hall, mobile application releases, live tweets and good old-fashioned face-to-face schmoozing. But for a newbie like me — as of Monday, this is my first full week as a reporter for InvestmentNews, covering both technology and wirehouses — the overload has almost developed into a full-blown case of “too much information” syndrome. Almost but not quite, as the scores of people that I have met and dozens of business cards that I have collected promise many stories to come. Rome wasn't built in a day, and I have realized that I won't replace former InvestmentNews tech reporter Davis D. Janowski's thorough beat coverage overnight. More than a few times since arriving at the Westin O'Hare on Sunday, I have heard the comment, “Now that Davis has moved to Wealthfront [Investment Management], you've got some big shoes to fill.” Well, I am up for the challenge. So, though I am a @ddjanowski follower on Twitter, I also look forward to seeing my own InvestmentNews coverage and @joycehanson Twitter handle gain traction in the tech space. A little bit more about me: Just before joining InvestmentNews, I was an associate editor at ThinkAdvisor.com (formerly AdvisorOne.com) and covered the financial adviser market, including tech developments, practice management, wealth planning and portfolio construction. In other words, I am not a complete newbie. I have attended IMCA, Morningstar, Pershing Insite, Raymond James and SIFMA conferences, to name a few. Still, I know that my success with InvestmentNews' readers depends on breaking the latest news about financial services technology, and for that I am depending on you. Here is my shameless pitch: Please send me your news tips. I want to know about who is going where, what new products are in beta, where the industry is headed and when startups are launched and acquisitions are made. You can find me at [email protected].

Latest News

Advisor moves: Atlas tops $1B as Wells Fargo, UBS add bank veterans
Advisor moves: Atlas tops $1B as Wells Fargo, UBS add bank veterans

Wells Fargo adds two bank-channel recruits, UBS lands a JPMorgan Chase veteran, and a multi-family office lifts Atlas past $1B

Advisor mom’s son used her password to log into clients’ accounts, sell deal with conflicts, according to Washington state
Advisor mom’s son used her password to log into clients’ accounts, sell deal with conflicts, according to Washington state

“The state comes down on you in years when you make 40% returns for clients,” said Bill Swayne, the advisor and son of Candace Swayne.

Osaic in talks with Anthropic as AI reshapes advisor workforce
Osaic in talks with Anthropic as AI reshapes advisor workforce

The Independent broker-dealer giant has had “active conversations” with the Claude maker, which is days away from its expected IPO

The retirement milestone advisors aren't tracking
The retirement milestone advisors aren't tracking

For Gen X clients entering life after work, answering the financial question isn't enough to solve the entire retirement equation.

Wealthtech firms target stock pay, pensions and heirs for advisors
Wealthtech firms target stock pay, pensions and heirs for advisors

Tools from Grantd, Income Lab and Healthspan Wealth aim to keep RIAs involved in clients’ biggest money decisions

SPONSORED Best Practices for Engaging Women Around Alternatives

Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.

SPONSORED Built on insurance experience to deliver on long-term promises

Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.