Vestmark Options Trading

Vestmark Adds Option Trading as Defense Against Robo-Advisors

The top five robo-advisors have attracted almost $200 billion in AUM and some projections say that this total could hit trillions in a few years. Wealth management firms are looking for ways to help their advisors differentiate themselves from the now ubiquitous robo solutions. As stated in Cerulli’s 2017 US Advisor Metrics Report, money management services are at […]

Riskalyze fearless investing summit

99 Takeaways from the Riskalyze Fearless Investing Summit 2018

If there is one other thing that Aaron Klein does well, besides building a successful software company, it’s running a conference. Last year’s client conference in Lake Tahoe was a smashing success, so expectations were high for The Riskalyze Fearless Investing Summit 2018 held in San Antonio, TX. We really shouldn’t have been worried at […]

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 […]

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 […]

orion advisor services eclipse

Orion Advisor Tries to Eclipse the Competition With New Portfolio Rebalancer

Back in the early 1990’s, when software was still delivered on floppy disks, it was common for software to be sold as separate applications, with each one costing hundreds of dollars each.  They didn’t communicate with each other and their user interfaces were often completely different. But then, Microsoft, which was just getting a handle […]

iRebal for Roboadvisors

Can TD Ameritrade Turn iRebal Into the RoboAdvisor Engine of Choice?

While stand-alone robo-advisor assets have flatlined, deep pocketed players are still circling, hoping to land a bargain and jump start their digital strategy.  Firms are pitching themselves as technology plays rather than just online RIA’s that mostly eschew human advisors. TD Ameritrade is positioning their latest version of iRebal as the ‘Intel inside’ for online advisors.  The technology savvy custodian […]

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 […]