advisor group

Advisor Group’s eQuipt is a Quantum Leap in Onboarding Technology

Operations and business management can act like quicksand for independent advisors, who need to spend more time managing day-to-day operations than their branch network counterparts. This is according to Cerulli who also reported that while advisors overall spent 21% of their time on administrative tasks such as account opening, independent advisors spent 49% more time […]

financial advisor technology

We Built The Technology, But Advisors Didn't Come

“When advisors see great technology, they want it. We build it, but they don’t really use it.” — Dean Zayed, CEO and Founder of Brookstone Capital Management Unlike the mysterious voice from the Kevin Costner movie Field of Dreams that said, “if you build it, they will come”, financial advisors do not always embrace new […]

Is BlackRock-Envestnet Deal a Tipping Point for Lite Financial Planning?

What’s the best way to get financial planning functionality into the hands of more advisors? Standalone  applications, like MoneyGuide Pro and eMoney Advisor, or “lite”financial planning functionality built directly into wealth management platforms? This tug-of-war has been going on for the past few years and it looks as though we might have reached a tipping point. BlackRock […]

What's the Secret Sauce that Makes the Best Onboarding Software?

There is a huge difference in scale between JP Morgan, the largest US retail bank with over $2 trillion in assets, and a small community bank like the Bank of Ontario, which is just shy of $50 million in assets.  They differ in almost every aspect including number of customers, branches, lines of business and global […]

digital advice platforms

Mission: Impossible – Choosing the Right 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 […]

artificial intelligence wealth management

Who Are the Leading Vendors in AI for Wealth Management?

Artificial Intelligence products and platforms deployed at the enterprise level is still a relatively new experience. Even though wealth management firms are slowly embracing machine learning (ML), natural language processing (NLP) and other models to dig deeper into their customer data and make business decisions, we are only scratching the surface of the benefits of […]

banking wealth management

The Game of Thrones Struggle Between Banks & Wealth Managers

2017 was a series of ups and downs for banks. The recently passed tax bill lowered their rates which will boost their bottom line and any interest rate hikes will goose their lending revenue. But new competitors lurk around every corner as technology giants such as Amazon, Facebook and Apple are launching consumer-facing financial products that chip […]