4 Robo-Platforms Go Head-to-Head at T3 Conference

UPDATE Jan 2016: The acquisition of Jemstep by Invesco could help their efforts to move upmarket. They have been selling primarily to smaller RIA’s but getting a lot of interest from larger firms.  Jemstep needed a cash infusion to continue their growth and had a choice between more private equity money or selling the company to […]

Tactical ETF Managers

Should RIAs Use Tactical ETF Managers?

The low cost of ownership, high diversification, high liquidity and other general attributes of Exchange Traded Funds (ETF’s) are well known and have helped drive their growth and popularity. So how can a Registered Investment Advisor (RIA) take advantage of ETF’s to build diversified investment strategies for their clients? A panel discussion at the Money Management […]

Fast Twitter Recap of T3 Conference Dallas 2015 – Day 2

Here’s a lightning fast overview of Day 2 of the Technology Tools for Today (T3) Conference – Advisor Edition from Dallas based on selected Twitter posts (with the #T32015 hashtag) as a guide. I’ll be diving into more detail on a bunch of these sessions in the near future.  But I wanted to get this […]

One Platform To Rule Them All: How Consolidation Transforms Wealth Management Systems

“Eventually, all things merge into one, and a river runs through it.” — Norman Maclean, Author In the past decade, we have seen consolidation across a wide swatch of the technology landscape. Cars have merged with computers to be able to drive themselves, televisions have merged with the Internet to offer more entertainment choices and […]

eMoney Advisor vs. MoneyGuidePro: Which is the Best Financial Planning Software?

Update: We just posted our 2017 review of the Top 4 Financial Planning Applications for Advisors including eMoney Advisor, MoneyGuidePro, Navicent and Advizr. As the digital revolution continues to disrupt business models across all verticals, financial planning is one area where technological advancement is key. Wealth managers with more powerful financial planning tools that can create […]

Robo-Advisors Can Not Live by Millennials Alone: ASI’s Andrew Rudd

The industry press in 2014 was all abuzz about robo-advisors.  Online, automated investment advisory firms that are gobbling up assets at an alarming rate and scaring the pants (and skirts) off the management of traditional advisory firms. Not so fast, says Andrew Rudd, CEO of Advisor Software, Inc. (ASI). There has been a lot of […]