"We've sort of morphed our development process to — instead of starting with the adviser — starting to think about the end-investor experience."
Robert Dearman“[A] smartphone is more powerful than the computer that put three men on the moon, and that's the investor's expectation.”
Patrick Yip“The dream of big data [is in] predictive analytics, like some social media vendors have social listening so that I can proactively say … we've got a 529 opportunity here.”
Jim Clabby“They all talk about simple apps, simple systems. It's sort of like the toothpaste analogy. Now I go to the store and how many toothpaste brands do you have? How many apps are out there? If you really take a look at it, the apps that are out there, the apps that we develop and the apps that we purchase or license, what percentage of it really is used?”
Doreen Griffith“Look at data aggregation; there are a million providers in our industry that do it. Look at performance reporting. You can't [take] data aggregating and load it into any performance reporting tool and get anything that's usable. It doesn't exist.”
Ryan Reineke“Our tablet site isn't being used at all … We basically said, let's give them the core things they need when they're mobile. And guess what they want when they're mobile? Everything … We're now using responsive tools to figure out how to make our normal site work on touchscreens.”
Darren Tedesco“We can lose sleep at night on a lot of things. We could lose sleep on security. We could lose sleep on integration. We could lose sleep on do we have the experience right? How are you going to connect with your watch? I think the opportunity and the biggest challenge is where do you go from here?”
Victor Fetter“There's definitely opportunity for some synergies here...to standardize some security reviews, and then vendors add a lot of value to the industry as well.”
Jon Patullo“What we're seeing is the constant evolving user interface...As these get simpler and easier to use, advisers are spending a lot less time managing technology and using it.”
Edward O'Brien“I hate to use the term big data, but leveraging data on behalf of our advisers and our end-clients to me is the wave of the future.”
Mukesh Mehta
Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.
A federal appeals court says UBS can’t force arbitration in a trustee lawsuit over alleged fiduciary breaches involving millions in charitable assets.
NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.
Rather than big projects and ambitious revamps, a few small but consequential tweaks could make all the difference while still leaving time for well-deserved days off.
Hadley, whose time at Goldman included working with newly appointed CEO Larry Restieri, will lead the firm's efforts at advisor engagement, growth initiatives, and practice management support.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
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.
