Adhesion's Robo-Advisor

Can Adhesion's Robo-Advisor Platform Attract Top Gun RIAs?

One of the biggest trends in wealth management over the past year has been the slew of new products designed to help RIAs launch their own digital advisory channels.  Every vendor in the space has realized that they need to be able to check off the robo-platform box when they get an RFP from a prospective client. Adhesion […]

wealth management platform

How to Avoid Disaster When Choosing a Wealth Management Platform

What’s the best way to select a new wealth management platform? This is a question that I am asked constantly by clients. Everyone seems to have a horror story about the time they went through this process at some time in their career. The downside of living through this nightmare is that you rarely get a second chance to […]

Client-Facing Technology

5 Trends in Client-Facing Technology

Client-facing technologies offer a bit of a contradiction in terminology, especially for those of us who have been in the industry for a while. Client-facing used to mean interactions only done by a human. As technology has advanced, more and more interactions are being handled by technology in order to allow the advisors to be […]

Acorns Roboadvisor

Why Acorns is the Only Roboadvisor That Could Be Worth $1 Billion

It’s been nearly a year since Vanguard and Schwab launched automated advice platforms, stepping into the fray against roboadvisors and apparently winning. As we’ve discussed, the end may be near for the Wealthfront as the big boys are close to knocking the upstarts out of the fight. Meanwhile, a presumed lightweight in the battle for […]

Roboadvisor Wealthfront

Dead Robo Walking: Why Wealthfront is Doomed

As recently as last summer, Adam Nash, CEO of roboadvisor Wealthfront, was boasting about his firm’s rapid growth and how they could soon replace ‘traditional’ financial advisors. How fast the world changes in just a few months. In an article in InvestmentNews, Alessandra Malito reported that Wealthfront’s AUM growth slowed to a crawl by the end of last year: Wealthfront, which […]

Snapchat Roboadvisor

How a Snapchat RoboAdvisor Could Rock the Industry

Social media has changed the way people interact with each other and how they receive and consume information. Is the next step changing the way they invest? Robo-advisors have become a hot topic in the investment industry recently. Social media messaging service Snapchat is even rumored to be building a robo-advisor service of its own. Could a […]

Invesco's Acquisition of Jemstep

3 Thoughts on Why Invesco Acquiring Jemstep Was A Smart Move

I’ve been a big fan of Jemstep for quite a while now.  I first met their president, Simon Roy, at a T3 conference a few years ago when he was on a panel of robo-platform providers. (See 4 Robo-Platforms Go Head-to-Head at T3 Conference) While Jemstep started out with a short-lived direct to consumer model and then […]

Top 10 WMToday Posts

Top Ten WMToday Posts from 2015

Another exciting year in wealth management has passed and it seemed like a whirlwind of activity right up until December 31st.  We covered a wide range of topics from risk tolerance and financial planning software to robo-advisors and the biggest M&A deals.  But what are the top ten WMToday posts from 2015?  These are the ten most popular posts […]

T3 Conference

T3 Enterprise: Best Tweets of the Conference

What can you do if, like me, you were unable to attend this year’s T3 Enterprise Conference?  If you were too busy to make it to the Bonaventure Resort & Spa, right outside of beautiful Fort Lauderdale, FL?  If you missed hearing some of the industry’s leading vendors announce their new product offerings? Don’t worry, there’s […]

Riskalyze and Quovo

Smart and Agile: Riskalyze and Quovo Help Advisors Stay Ahead of Robos

In this age of the cheap and fast robo-advisor, traditional advisors have to be smart and agile to win new clients and score more asset management opportunities. These advisors will need intelligence. That’s where data aggregation comes in. With the deeper and more meaningful insights “big data” can provide, advisors can get the edge they […]