2019 T3 Enterprise Conference
Marriott Harbor Beach Resort & Spa
Ft. Lauderdale, FL
Oct. 28-30, 2019
At the end of October, Fort Lauderdale will host the 2019 T3 Enterprise Conference. This conference is an annual gathering of C-level executives of brokerages, Office of Supervisory Jurisdiction (OSJ) branch offices, large registered investment advisor (RIA) firms, advisor networks and other financial services firms. The conference aims to provide the latest insights, innovations, and solutions for financial firms.
The T3 Technology Hub started out as a book, “Virtual Office Tools for a High Margin Practice” by Joel P. Bruckenstein, CFP, President, Technology Tools for Today and Dave Drucker. Their book was then expanded into the T3 newsletter and continued to evolve as a paid subscription brought you the latest in industry news through audio and video channels.
As the company grew they began hosting conferences and for their premium sponsors, they will receive discounts to the T3 Conference and invitations to special VIP events, like the one being hosted in Fort Lauderdale this year.
If you’re the CEOs, CTOs, COOs, or CCO of a financial firm, here was what you can expect by attending the 2019 T3 Enterprise Conference.
Not Alone but Fiercely Independent
After the general assembly and meet and greet, Brian Hamburger, President and CEO of MarketCounsel, will address the attendees with his speech “Not Alone but Fiercely Independent”.
It will cover the aspects of advisors seeking independence amid the chaos of decisions required to accomplish it. For advisors to circumvent the taxing task of managing independence,
Hamburger will help by showcasing some of the solutions being developed in the RIA sector.
It is no longer a simple feat of deciding to remain with a wirehouse or broker-dealer of pursuing full independence, no you have a multitude of options before you with varying levels of features and freedom.
At the T3 Conference, several solution providers have been gathered that can help ease any form of transition that your company hopes to make.
An Integration Maturity Model for Wealth Management
Kit Lee, of BNY Mellon and Pershing, is the next speaker, and he will cover the new technological advances in wealth management. He’ll be covering integrated solutions, how to implement them into your business, and how to measure the key metrics.
He comes bringing the expertise of BNY Mellon’s Pershing who has worked with thousands of firms and hundreds of third-party providers.
BNY Mellon’s Pershing will offer a framework for how to implement integrated solutions to keep your wealth management firm up-to-date with evolving technology.
State of Wealth Management
Charles River’s Randy Bullard, Global Head of Wealth Management for Charles River Development, is going to delve into the trends and the changing dynamics happening within the wealth management industry.
He will bring to the attendees the approach that Charles River’s product strategy is doing to stay on top of these changes.
The goal of Charles River’s Wealth Management Solution is to give the various financial institutions to support discretionary and non-discretionary private wealth products, enhance mobility, and efficiently manage their book of business.
Build VS Buy for Financial Service Firms
Shawn Green of Chetu Inc. will speak on the second day of the event to address the decisions behind either building a financial service firm or buying one.
The choice comes with many caveats as you have to consider the technical route when building custom software to support your firm. Do you need a software suite specialized for your specific niche or will an off-the-shelf solution work for you? Each route will have pros and cons, but weighing the cost benefits may help make this decision easier.
Realtime Risk and Compliance Monitoring is always on, across the entire book/firm
As the conference begins drawing to a close, Aladin Abughazaleh, President and CEO ATA RiskStation, LLC, will cover the task and value of monitoring the daily portfolio risk vs tolerance for every client. He will also explain how to increase wallet share and how to accomplish this by being a more active participant with your clients.
His solution will include how to better streamline and maintain compliance information for your company.
Now that you’ve figured out how to make sure your company is on the cutting edge of technology in the wealth industry you may want to spend some time formulating your next strategy. The best way you can do that is by renting office space from Cruiseport to work on your business while in Fort Lauderdale.