Marie Swift

The Biggest Announcements At This Year's T3 Advisor Conference

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Nearly 800 financial advisors, fintech innovators and industry consultants gathered in San Diego for the annual T3 Advisor Conference.

Kindred Spirits

by Marie Swift

Loring Ward CEO Alex Potts and DFA co-CEO David Booth talk about the markets, the economy and the future of the advisory profession.

The Great Investing Debate

by Marie Swift

Tiburon participants discuss investing strategies and whether clients understand them.

Wake-Up Call

by Marie Swift

Tiburon Summit attendees comment on criticism from consumers.