How many times have you gone to a conference and sat through a poorly-run or boring panel? As a consultant in wealth management, I attend a lot of conferences and try to take in as many of the panels as I can. When done right, these sessions brim with new ideas, controversial opinions, and lively debate. When […]
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 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 […]
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 […]