Discover and read the best of Twitter Threads about #WealthTech
Most recents (2)
Reviewing the @t3techhub #T32020 agenda starting tomorrow and @FinTechie and team have outdone themselves pulling together an amazing speaker roster and sessions on what's next in #AdviceTech.
Some sessions I'm particularly looking forward to...
1/9
aimmeetings.eventsair.com/2020-t3-adviso…
Some sessions I'm particularly looking forward to...
1/9
aimmeetings.eventsair.com/2020-t3-adviso…
Monday
- @AdvisorEngine CEO Rich Cancro on the Change Hyper Cycle
- @Riskalyze @DrewDiMarino on Fearless Investing
- @Timeline_Tech on Retirement Distribution / New UX
- @Fidelity4BD_RIA Mapping Your Future w/ Tricia Haskins
2/9
- @AdvisorEngine CEO Rich Cancro on the Change Hyper Cycle
- @Riskalyze @DrewDiMarino on Fearless Investing
- @Timeline_Tech on Retirement Distribution / New UX
- @Fidelity4BD_RIA Mapping Your Future w/ Tricia Haskins
2/9
Tuesday
- Summit Wealth launch
- @ENVMoneyGuide on removing barriers to planning w/ Kevin Hughes
- @Schwab4RIAs on digitally-enabled advisor
- @orionadvisor reimagining advisor xp
- @inventwithus on cloud-native wealth mgmt strategy
- @lifeyield strategies to boost outcomes
3/9
- Summit Wealth launch
- @ENVMoneyGuide on removing barriers to planning w/ Kevin Hughes
- @Schwab4RIAs on digitally-enabled advisor
- @orionadvisor reimagining advisor xp
- @inventwithus on cloud-native wealth mgmt strategy
- @lifeyield strategies to boost outcomes
3/9
This is really big news. Goldman Sachs is getting ready to gear up its 'real' business plan for FinLife CX... (tweetstorm incoming, 1/?)
"United Capital Announces Goldman Sachs Executive Rachel Schnoll to Lead FinLife CX" bwnews.pr/36AJyxH
"United Capital Announces Goldman Sachs Executive Rachel Schnoll to Lead FinLife CX" bwnews.pr/36AJyxH
The rumor when United Capital was on the block to be sold was that Duran hoped to position UC as a #FinTech company (and sell for FinTech multiples). Instead, they 'just' got a great valuation as a mega-RIA business.
But the FinLife CX technology is compelling as an entire wealth management front-end for financial-planning-centric firms. United Capital figured out how to integrate FP software with CRM & client output, and make a real PFM portal for clients, that no one else did.
