Screen Shot 2018 10 16 at 9.53.22 PM - 3 Trends Helping UMAs Break Through $1 Trillion in Assets

3 Trends Helping UMAs Break Through $1 Trillion in Assets

Have unified managed accounts (UMAs) finally arrived? After almost two decades of hype, UMAs are on the precipice of an amazing feat. This most complex of managed accounts programs is finally going to eclipse $1 trillion in assets. According to data from Cerulli, by the end of Q1 2018 UMA assets reached $986 billion.  This […]

TakingOff - 3 Reasons Why Model Marketplaces Are Taking Off

3 Reasons Why Model Marketplaces Are Taking Off

It seems as though every wealthtech vendor and custodian has launched their own model marketplace. It’s gotten to the point where I’m expecting to see model offerings at the drive thru at Dunkin Donuts one day soon.  According to research from Cerulli, 80% of all financial advisors use some type of model portfolios in their […]

Orion Advisor Conference

Orion Advisor Conference 5-Minute Summary

Back when Orion Advisor Services’ CEO Eric Clark was still working for his father’s RIA, I’ll bet he never imagined that one day he would be on stage in front of 700+ clients, partners and staff of his own company. And on his birthday, to top it all off. Yet this very scenario played itself […]

digital advice platforms

Mission: Impossible - Choosing a Digital Advice Vendor

“Your mission, should you choose to accept it, is to review and analyze the leading vendors in the digital advice space and select the best one for your firm.” “This message will self-destruct in five seconds.” Sometimes it seems that the only way to fully grasp the rapid advances in advisor technology is to be […]

fintech startups

Eating the Dog Food: How 4 Fintech Startups Believe in Their Mission to Revolutionize Financial Services

“Companies don’t fail because of poor product execution, they fail because they don’t eat the dog food.” — Andy Rachleff, co-founder and CEO of Wealthfront The CB Insights’ Future of Fintech 2018 conference began with a series of interviews with industry rebels. Taking centerstage were those who had lit the spark that sett off a […]

Invest Conference

Digital Digest from the InVest 2018 Conference

The battle between every startup and incumbent comes down to whether the startup gets distribution before the incumbent gets innovation. I pulled this quote from one of my favorite podcasts, a16z, which is produced by VC firm Andreessen Horowitz. I felt as though I was witnessing this ongoing struggle live last week at the In|Vest […]

artificial intelligence banking

6 Ways AI Can Increase Consumer Confidence in Digital Banking

Financial services firms are dealing with a crisis of consumer confidence that threatens to drive customers into the arms of non-bank providers. This is according to Natalie Cartwright, co-Founder and COO of artificial intelligence technology vendor Finn AI.  As part of her presentation at American Banker’s Digital Banking Conference 2018, Cartwright noted that 57% of North Americans are […]

digital banking conference

5 Keynote Takeaways from the 2018 Digital Banking Conference

If you couldn’t make it to beautiful Austin, TX for American Banker’s Digital Banking Conference 2018, you’re in luck!  We prepared a quick summary from some of the most interesting keynote speakers at the conference right here for you! The Future of Digital Banking The opening keynote by @BrettKing at #DigBanking18 sets the stage for […]