T3 Conference

T3 Enterprise: Best Tweets of the Conference

What can you do if, like me, you were unable to attend this year’s T3 Enterprise Conference?  If you were too busy to make it to the Bonaventure Resort & Spa, right outside of beautiful Fort Lauderdale, FL?  If you missed hearing some of the industry’s leading vendors announce their new product offerings? Don’t worry, there’s […]

The Top 10 WMToday Posts from 2014

At the end of every year, we compile a list of the most popular posts that were published on WM Today. It’s a great way to look back on what happened this year, and an insight-packed view of what really resonates with our readers. 10. Going Mobile: Review of AssetMark’s New iPad App As part […]

FolioDynamix Acquired

FolioDynamix Snapped Up for $200 Million in Cash

In one of the most unusual transactions that I have seen in wealth management, a firm with zero industry footprint has laid out a boatload of cash to buy a rising star platform provider. As reported in an article (What Latest Turnkey Acquisition Means for Industry) in FundFire: Actua Corporation, a publicly traded firm which […]

The Best of Both Worlds: Portfolio Rebalancing + Best Execution = Blaze Portfolio

“Innovation distinguishes between a leader and a follower.” — Steve Jobs For the past year and a half, I have been meeting with vendors of portfolio rebalancing software, seeing demos of their products and writing a series of articles about my findings.   All of the applications were very good and provided a long list […]

FolioDynamix Making Waves in Bank Trust Market

Fundfire featured an article yesterday about FolioDynamix adding a new client in the bank trust space.  They called me for comments on how the company has positioned themselves to increase bank trust market share and if their platform provides an opportunity for asset managers to sell more product. The article is by Danielle Verbrigghe, who recently […]

Top 10 Most Popular Posts from 2013

What were the most popular WM Today posts from 2013?  Portfolio rebalancing, financial planning and anything mobile were big draws last year.  Here are the top 10 according to stats from WordPress: 10. 5 Ways a Web Portal Can Excite Your Clients This summary from the fantastic Technology, Tools & Today (T3) conference highlights how software […]

FolioDynamix v7.1 Delivers Support for Unified Managed Households

In a previous post (6 Keys to Launching a Successful UMA Program), one of the panelists commented that no vendors currently have a complete solution for Unified Managed Households (UMH).  I thought this would be an excellent opportunity to touch base with a few vendors that offer fee-based advisory platforms to learn more about their […]

Adventures in Rebalancing: The Last Frontier

FA Magazine recently published a good primer on automated solutions for portfolio rebalancing. The article is titled The Last Frontier and was written by James Picerno and it is definitely well-researched. He managed to obtain quotes from industry experts such as Bill Winterberg, Joel Bruckenstein and Michael Kitces, all of whom I have tremendous respect […]