The DOL Fiduciary Rule is Dead; Long Live the DOL Fiduciary Rule

Fifth Circuit Court’s decides to vacate the Department of Labor’s fiduciary rule, yet fiduciary advice is stronger than ever.

Women making a difference in financial services

Observations from the 3rd annual Women to Watch awards luncheon in New York City on March 13, 2018.

Top Reads on Incentive Compensation

Seven articles that offer valuable insights into incentive compensation in the financial industry.

Robo-Advice and the Great Reckoning

A great reckoning is underway in wealth management, accelerated by the emergence of the robo-advisor.

Year of the Advisor: Takeaways from 2018 T3 Advisor Conference

Advisors need to stop worrying about technology and embrace it. This and other key takeaways from the T3 Advisor Conference.

WealthTech Trends to Watch in 2018

Digital wealth management trends to watch in 2018, featuring contributions from leading wealthtech and fintech influencers.

10 Takeaways from The Market Counsel Summit 2017

South Beach in November – check. My favorite Twitter follow, Josh Brown – check. First class speakers and great, topical information – CHECK MATE! The Market Counsel Summit 2017 was awesome, and for those of you who couldn’t make it, I’ve pulled together my key takeaways. Preconference: T3 Elite Advisor Symposium You know that sinking […]

Merrill Lynch’s big shift in Incentive Compensation

Merrill Lynch’s recent incentive compensation changes signal a shift towards a stronger Sales Performance Management posture in the organization and the wealth industry as a whole.

Top Takeaways from the T3 Enterprise Conference

Top takeaways from the 2017 T3 Enterprise Conference in Las Vegas, by Xtiva CEO Tom Moysak.

Mary Meeker’s 2017 Trends: 5 Insights for the Financial Industry

We’ve assembled key highlights and implications for financial services businesses from Mary Meeker’s 2017 Internet Trends Report.

Merrill Lynch refocuses on performance culture

With a swift kick, Merrill Lynch is abandoning the aggressive recruiting behavior that has dominated their growth strategy for the past two decades and building a performance culture around sales, service and advice.

Financial advisors: 5 trends that will change the way you work

Whether you’re an industry veteran or are new to the advice industry, the next five years are going to bring many changes to the wealth management and advice industry. These changes will threaten some financial advisors and their practices, yet will represent enormous opportunities to others.

Finserv People to Follow

If you’re looking to keep on top of finserv industry trends, you’d be well served by following the individuals below. It’s not an exhaustive list, and shouldn’t be interpreted as ranking of importance, but rather a starting point to fill your feed with some of the top commentary in the industry. Leading online voices in […]

Xtiva Among CIOReview’s Most Promising Tech in Finserv

CIOReview has named Xtiva Financial Systems as one of its 20 Most Promising Companies in Financial Services in 2016. The annual list, compiled by a panel of experts and CIOReview’s editorial board, is intended to recognize those companies at the leading edge of innovation in financial technology. Xtiva’s new Product Suite – Full Stack Sales […]