financial advisor career

The Indispensable Advisor by Joe Duran

“The only way to get what you’re worth is to stand out, to exert emotional labor, to be seen as indispensable, and to produce interactions that organizations and people care deeply about.” ― Seth Godin, American author and entrepreneur, Linchpin: Are You Indispensable? It’s not easy being a financial advisor these days.  Technological advances are chipping away […]

flow genome project

4 Ways Financial Advisors Can Benefit From Finding Their Flow State

“I wake up, and I’m in the zone… My performance is the continuation of my life.” — Savion Glover, American tap dancer, actor, and choreographer You’ve probably heard athletes say that they were “in the zone” during an incredible performance when they won a gold medal or helped their team win a big game.  While in […]

RIA rollups

What's the Secret Sauce in RIA Rollups?

Whether you call them RIA consolidators, aggregators or roll-ups, they are all fighting toward the same goal: keeping their advisors happy and growing their assets.  Yet how they got their their current size and how they plan to keep growing is a story that often gets overlooked. Three successful RIA rollups recently appeared on stage […]

fintech startups

How Israeli Fintech Startups Are Shaking Up Banking & Payments

If there was one location on Earth that should be referred to as the ‘Startup Capital of the World’ it would be Israel. Sure, when it comes to raw numbers, Silicon Valley is king. But on a per capita basis, Israel, with only 8 million people, boasts more startups, more venture capital, more scientists and […]

blockchain technology

The Ghost in the Blockchain: 5 Reasons It Will Revolutionize Financial Services

I’m writing this post from the comfort of my Airbnb apartment in Tel Aviv where the news has just broken of Intel’s purchase of MobileEye, an Israeli firm that has developed chips for cameras that allow cars to ‘see’ the road ahead of them.  The $15 billion Intel is spending is another validation of the […]

asset management

Trends in Asset Management

Disruption may be the name of the game in the financial industry, but that does not mean everyone necessarily likes it. This year proved to be no exception with more sources of upheaval than ever applying pressure on asset managers. I was recently invited to participate in a panel discussion at an SS&C event in Toronto called, “The View From […]

digital advice

3 Reasons DigitalPlus Advisors Will Topple the Robos

There has been an endless stream of synonymous terms created to describe advisors who leverage technology to provide online advice.  Digital advisors, hybrid advisors, or technology-enhanced advisors have all been suggested. At the Money Management Institute’s Fall Solutions Conference held last month, Chicago-based management consulting firm A.T. Kearney coined a new term, the DigitalPlus advisor. Follow me on Twitter @CraigIskowitz Bracing for the […]

Content Plus Robos the Formula for Attracting Financially Fragile Millennials

FinTech Content Lures Financially Fragile Millennials

Millennials have long presented a puzzle to financial advisors, and for good reason. On the one hand, we have a 75-million strong generation that is better educated, more diverse and more active than its predecessors. On the other hand, much of the Millennial crowd is not all that appealing to a traditional financial advisor. According […]

Roboadvisors Renaissance

How the RoboAdvisor Renaissance Pushed the Industry Out of the Dark Ages

While B2C robo advisors have yet to reach asset levels that could threaten traditional advisors, their innovative technology has been spurring firms to revamp their online presence.  A Roboadvisor Renaissance has spread across the formerly stodgy wealth management industry.  Legacy technology vendors are rushing to revamp their user interfaces and add automated investment offerings to meet a […]

portfolio rebalancing software

3 Secrets of Portfolio Rebalancing by Michael Kitces

Rebalancing is a word that advisors know all too well.  With so much already written about portfolio rebalancing software and strategies, what is it about the subject that fills a conference room to capacity?  That is what I was wondering while sitting in the audience at the IMCA’s 2016 conference, waiting for Michael Kitces to take the stage and […]