robo platform advisors

Oranj Leapfrogs Robo-Platforms With TradeWarrior Acquisition

It is a great time to be an independent RIA.  At least when it comes to technology.  There seems to be an endless supply of tools for automating, optimizing and generally improving the efficiency of an advisory firm’s operations. This is especially true in what we like to call the robo-platform or digital advice space.  Innovative companies […]

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 […]

portfolio rebalancing software

What’s New in Portfolio Rebalancing Tools?

This is a summary from a panel discussion from the Technology Tools for Today (T3) 2015 Conference – Advisor Edition.  Four of the top vendors in portfolio rebalancing software solutions were brought together to discuss the latest trends, new features and functionality and whether or not you should select an automated advisory solution or one […]

The Top 10 WMToday Posts from 2014

At the end of every year, we compile a list of the most popular posts that were published on WM Today. It’s a great way to look back on what happened this year, and an insight-packed view of what really resonates with our readers. 10. Going Mobile: Review of AssetMark’s New iPad App As part […]

Which Portfolio Rebalancing Software is Right for You? (2/2)

This is part 2 of 2 of a summary from a panel discussion at the Tools and Technology Today (T3) Conference, which took place February 11-13, 2013 in Miami, FL.  You can read part 1 here. Moderator: Tess Downing, Financial Advisor, Fox, Joss & Yankee, LLC Panelists: Sheryl Rowling, CEO, Total Rebalance Expert (TRX) Brandon […]