portfolio rebalancing software

The Truth About Buying Portfolio Rebalancing Software

“As you all know, first prize is a Cadillac Eldorado. Second prize is a set of steak knives. Third prize is you’re fired.”   — Alec Baldwin as Blake in Glengarry Glen Ross No one likes high pressure salesmen, no matter what they’re selling. Whether it’s a car, a cell phone or computer software, you […]

best ria platform

RBC Paints It Black with New RIA Digital Wealth Platform

The asset gap between the Big 4 RIA Custodians and the second-tier custodians is as wide as the Grand Canyon. With a combined asset base of over $2.5 trillion, the Big 4 would seem to have nothing to worry about from their small custodian peers. Yet, the many niche RIA custodians don’t seem to be […]

riskalyze

Can Riskalyze Disrupt Another Area of Wealth Management?

“The future is already here — it’s just not very evenly distributed”. When science-fiction writer William Gibson came up with this maxim in the early 1990’s, he was referring to how technological advances are unevenly spread across the globe. The same holds true for technological advances across the fintech space. Take Riskalyze for example. When the company was […]

Model Marketplace

5 Retail Model Marketplaces Struggle for Advisor Assets

This article is the second in our series on the tools and technologies that help connect asset managers to their distribution networks. Whether they are called hubs, exchanges or marketplaces they have a wide variety of functionality and business models and they all share one key feature; ability to transmit managers’ investment models to sponsor […]

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 […]

Tamarac integration partners

How Tamarac Integration Partners Make Their Platform Stickier

I’m writing this post from seat 29C on a United flight from Newark to Los Angeles where I’ll be attending this year’s T3 Advisor Conference.  The ability to stay productive almost 24/7 is both a boon and bane.  Advances in technology provide me with wifi access at 35,000 feet, but also piles on the pressure […]

top ten WMToday posts

The Top 10 WMToday Posts from 2016

Craig’s Note: I love these summary articles because they’re a great way to re-purpose content while providing you, our loyal readers, with a handy overview of the year gone by.  Robo-Advisors are still a hot topic, although I believe a B2C shakeup is likely in 2017.  Portfolio rebalancing tools have been a staple on this blog since it started. […]

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 […]

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 […]

TD Ameritrade National LINC

7 Key Trends from the TD Ameritrade Conference – Day 2

TD Ameritrade’s annual advisor conference always provides an interesting glimpse into future trends in financial technology. The firm’s agnostic approach to technology means that its advisors have access to a wide variety of established and emerging solutions. National LINC 2016 brought a wide range informative and entertaining sessions.  Digital channels, social media and tech tips from […]