T3 Advisor Conference

You'll Want to Know These 7 Takeaways from the T3 Advisor Conference

Industry focus. Relentless focus on gathering knowledge. A burning desire to stay up-to-date on the latest technology trends in wealth management. These are all of the reasons that I spent the week in Fort Lauderdale attending the T3 Advisor Conference and did not go home early to be at the Eagles Super Bowl Parade. Forty years […]

best ria platform

RBC Paints It Black with New RIA Digital Wealth Platform

The asset gap between the Big 4 RIA Custodians and the second-tier custodians is as wide as the Grand Canyon. With a combined asset base of over $2.5 trillion, the Big 4 would seem to have nothing to worry about from their small custodian peers. Yet, the many niche RIA custodians don’t seem to be […]

roboadvisor technology

3 Tips For RIA's to Succeed in the Wild West of Roboadvisors - Kitces

In the 1966 spaghetti Western, The Good, The Bad and The Ugly, Clint Eastwood plays one of three gunslingers competing to find fortune in a buried cache of Confederate gold amid the violent chaos of the American Civil War. Each of the three have only partial information about the gold’s location, so they have to work together if […]

Riskalyze autopilot

Riskalyze Launches TAMP Aggregator at T3 Conference

The waiting is over.  And we didn’t have to wait all that long.  We finally know what Riskalyze CEO Aaron Klein did with the $20 million in Series A funding the firm raised last October. They built their own Turnkey Asset Management Platform (TAMP). The reveal occurred at last week’s T3 Advisor Conference in Los Angeles, CA.  Klein kicked […]

top ten WMToday posts

The Top 10 WMToday Posts from 2016

Craig’s Note: I love these summary articles because they’re a great way to re-purpose content while providing you, our loyal readers, with a handy overview of the year gone by.  Robo-Advisors are still a hot topic, although I believe a B2C shakeup is likely in 2017.  Portfolio rebalancing tools have been a staple on this blog since it started. […]

digital advice

3 Reasons DigitalPlus Advisors Will Topple the Robos

There has been an endless stream of synonymous terms created to describe advisors who leverage technology to provide online advice.  Digital advisors, hybrid advisors, or technology-enhanced advisors have all been suggested. At the Money Management Institute’s Fall Solutions Conference held last month, Chicago-based management consulting firm A.T. Kearney coined a new term, the DigitalPlus advisor. Follow me on Twitter @CraigIskowitz Bracing for the […]

Roboadvisors Renaissance

How the RoboAdvisor Renaissance Pushed the Industry Out of the Dark Ages

While B2C robo advisors have yet to reach asset levels that could threaten traditional advisors, their innovative technology has been spurring firms to revamp their online presence.  A Roboadvisor Renaissance has spread across the formerly stodgy wealth management industry.  Legacy technology vendors are rushing to revamp their user interfaces and add automated investment offerings to meet a […]

Wealthfront

3 Tips For Wealthfront to Avoid Running Out of Gas

Wealthfront finds itself facing a cloudy future as its fifth anniversary nears, thanks to the dust that its bigger rivals, Vanguard and Schwab, and its disruptive competitor, Betterment, are leaving in their wake. The robo-advisor just announced a collection of new features that they hope will right the ship and get their asset growth back on […]

Top Ten WMToday Posts

Robo-Advisors Shakeout: Who Will Be The Last One Standing?

It wasn’t supposed to be this way The robo-advisor concept began as an idea that could disrupt the wealth management industry.  It started moving through a series of phases that are common to disruptive ideas and technology.  Disruptors like Amazon, Apple and Uber all went through these phases with their products and services.  New business models rose up […]

envestnet advisor summit 2015

Envestnet Advisor Summit 2015 Fast Twitter Recap – Day 1

I’m here is sunny Chicago, enjoying the unusually nice weather, deep dish pizza and Goose Island beer, while attending the Envestnet Advisor Summit 2015.  This is a quick overview of some of the key information presented during the first day of conference. Follow us on Twitter to get live updates from the next two days […]