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

Women feel confident about saving, but many still keep cash in low-yield accounts
Women feel confident about saving, but many still keep cash in low-yield accounts

A new survey finds that many women prioritize financial security but continue to leave savings in accounts that may not keep pace with inflation.

SEC seeks comment on prediction-market ETFs after May pause
SEC seeks comment on prediction-market ETFs after May pause

Roundhill, Bitwise and GraniteShares funds remain on hold while the agency weighs how novel ETFs should be regulated.

Dump investment banks, buy alternative asset managers, says Oppenheimer
Dump investment banks, buy alternative asset managers, says Oppenheimer

"Shares of alternative assets managers have lagged this year as investors grow wary of private-credit exposure."

TaxStatus rolls out rules-based tool to flag advice gaps
TaxStatus rolls out rules-based tool to flag advice gaps

The fintech platform is touting a new AI-free Planning Observations feature, which draws on IRS tax records to uncover opportunities for advisors.

Carson Group deepens Colorado presence with Arvada advisor deal
Carson Group deepens Colorado presence with Arvada advisor deal

The Omaha, Nebraska-based RIA's latest acquisition expands its Rocky Mountain footprint after two prior Colorado deals last year.

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income

SPONSORED Why direct indexing stopped being optional

Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.