“The trends that we’re seeing right now is that the younger generation wants things to be a lot more personalized. They really don’t want to
“In the old world of monolithic systems, there are no open APIs and people do not facilitate any rapid integration of best of breed systems.
“The upcoming transfer of wealth will make it difficult for a client to put their money into a mutual fund when they have embedded capital
Our danger is not too few, but too many options … to be puzzled by innumerable alternatives. — Sir Richard Livingstone, British Scholar Overchoice or
“Fee transparency should be every firm’s goal. Make sure that anybody working with you knows how their fees have been calculated and knows what they’re
“Rebalancing isn’t just an automated process to achieve target allocations, it enables customization of client portfolios at scale.” — Ryan Donovan Ryan Donovan joined Orion
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
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
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