Michael Wilson

Recognized as an innovative leader across the firm and in particular for the recent launch of the Risk Scoring for Supervision tool.

"Judging the company pitches for the most outstanding “hack” was a celebrity panel of advisors, industry experts, broker-dealer executives and consultants, including Joel Bruckenstein of T3, advisor Tina Powell of Beacon Wealth and of the recently shuttered women-centric robo-advisor SheCapital, Billy Oliverio of United Planners, Michael Kitces of Kitces.com, Winterberg of FPPad, JD Bruce of Abacus Wealth, and Ryan Beach of CLS Investments.

Triangulating this tech publishing duopoly… Show more

"Judging the company pitches for the most outstanding “hack” was a celebrity panel of advisors, industry experts, broker-dealer executives and consultants, including Joel Bruckenstein of T3, advisor Tina Powell of Beacon Wealth and of the recently shuttered women-centric robo-advisor SheCapital, Billy Oliverio of United Planners, Michael Kitces of Kitces.com, Winterberg of FPPad, JD Bruce of Abacus Wealth, and Ryan Beach of CLS Investments.

Triangulating this tech publishing duopoly, however, is a new player in the form of prodigious blogger and social media guru, Michael Kitces, who is now also running a regular advisor technology column."
https://riabiz.com/a/2016/9/12/orion-draws-a-record-pack-of-hackers-to-utah-to-code-bond-and-compete Show less

AdvisoryWorld competed against 27 hackathon participants to win the two titles which were given by Fuse’s esteemed judges panel that consisted of both advisors and industry thought leaders including Technology Tools for Today's Joel Bruckenstein, Nerd's Eye Blog's Michael Kitces, and FPPad's Bill Winterberg. The annual Orion Fuse Conference hackathon asks coders to utilize Orion's Insight dashboard for interactive client presentations to create new disruptive technologies for advisors. This… Show more

AdvisoryWorld competed against 27 hackathon participants to win the two titles which were given by Fuse’s esteemed judges panel that consisted of both advisors and industry thought leaders including Technology Tools for Today's Joel Bruckenstein, Nerd's Eye Blog's Michael Kitces, and FPPad's Bill Winterberg. The annual Orion Fuse Conference hackathon asks coders to utilize Orion's Insight dashboard for interactive client presentations to create new disruptive technologies for advisors. This year, the theme was integration and a deeper level of collaboration – or "Fusions," which represents Orion's view that anyone can 'integrate' but only the top technology firms take the concept of integration to the next level, deeply conjoining their technologies for the benefit of advisors.

https://www.globenewswire.com/news-release/2017/09/18/1124241/0/en/AdvisoryWorld-Named-Best-Work-Saving-Development-for-Advisors-and-Best-True-Hackathon-at-Orion-s-Fourth-Annual-Fuse-Conference.html Show less

TD Ameritrade Institutional is pleased to announce its first-ever Veo Integrated Awards, recognizing six innovative technology companies that have maximized the capabilities of TD Ameritrade's Veo open access platform to deliver technology that helps make independent registered investment advisors more productive, more efficient and more satisfied.

The awards, which seek to foster innovation throughout the advisor technology community, were presented during TD Ameritrade Institutional's… Show more

TD Ameritrade Institutional is pleased to announce its first-ever Veo Integrated Awards, recognizing six innovative technology companies that have maximized the capabilities of TD Ameritrade's Veo open access platform to deliver technology that helps make independent registered investment advisors more productive, more efficient and more satisfied.

The awards, which seek to foster innovation throughout the advisor technology community, were presented during TD Ameritrade Institutional's fifth annual Veo Open Access Technology Summit, a unique event which brings together leading software providers and fosters industry efforts to enable greater innovation and integration of advisor technology. This year, representatives from nearly 20 different technology firms attended the Summit. Show less

AdvisoryWorld President & COO Michael Wilson spoke to a full house about “Attracting Prospective Clients with Interactive User Experiences,” and discussed and examined ways that leading advisors are winning assets through the use of engaging digital experiences. From configurable risk profile questionnaires to goals-based proposals and new account opening, the session highlighted forward-thinking technology.