Winners of Wealthtech

#WinnersOfWealthTech Ep 6: John Michel, CEO of CircleBlack

“You have to be true to what makes you excited to get up in the morning.” — John Michel This month’s Winners of Wealthtech interview is with John Michel, CEO of digital advice technology vendor CircleBlack. John is a serial entrepreneur with a long history of building successful businesses and innovating in financial services and wealth management. Here […]

#ItzOnWealthTech Ep 3: Why Advisors Should Embrace Digital Marketing with Kevin Mulhern

“We’re now in a world where investor’s expectations for communication and contact are much, much higher than they were even five years ago.” –- Kevin Mulhern Kevin Mulhern is the co-founder and CEO of AdvisorStream. Previously, he was the founder of three other startups including a Canadian retail brokerage firm, a new media outlet for […]

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 […]

6 Observations on the BlackRock-Envestnet Deal & 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 […]