Surprises in store for advisers at T3 conference this week

Stay tuned to Twitter for attendees sharing tips, tricks and insights.
FEB 12, 2014
Fintech fans, unite. It's time for the 10th annual T3 conference. Of course, attendees of the event, which takes place Feb. 12-14 in Dallas, will be flocking to Twitter to share tips, tricks and insights, and advisers on hand are supposedly in for a few surprises. InvestmentNews will be covering the event with in-depth stories as well as quick clips on social media. Advisers unable to attend but looking to stay up to date on the latest financial technology trends can follow along on the Twitter feed below, at #t32015, which will show tweets from our reporter along with advisers and exhibitors. Exhibitors are already starting to spill the beans on some of their announcements. Innovations in financial advice for retirement, Social Security and risk as well as the unveiling of fresh projects on client profiling, investor portals and data collection are all on tap for the conference this year. Talks on ethics, the future of financial planning and mobile technology are also on the agenda. Stay tuned.

Latest News

Maryland bars advisor over charging excessive fees to clients
Maryland bars advisor over charging excessive fees to clients

Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.

Wave of SEC appointments signals regulatory shift with implications for financial advisors
Wave of SEC appointments signals regulatory shift with implications for financial advisors

Reshuffle provides strong indication of where the regulator's priorities now lie.

US insurers want to take a larger slice of the retirement market through the RIA channel
US insurers want to take a larger slice of the retirement market through the RIA channel

Goldman Sachs Asset Management report reveals sharpened focus on annuities.

Why DA Davidson's wealth vice chairman still follows his dad's investment advice
Why DA Davidson's wealth vice chairman still follows his dad's investment advice

Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.

401(k) participants seek advice, but few turn to financial advisors
401(k) participants seek advice, but few turn to financial advisors

Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave