invest conference 2019

18 Innovative Fintech Products that You Need to Know About

“A picture is worth a thousand words. An interface is worth a thousand pictures.” — Ben Shneiderman, American Scientist If an interface is worth 1,000 pictures, then the eighteen product demos we were treated to at the InVest 2019 Conference, which was held at the New York Marriot Marquis, were worth 18,000 pictures, which would […]

financial planning tools

#ItzOnWealthTech Ep 14: Cleaning Up Clients’ Financial Closets with Adam Holt

“Consolidation of assets has been one of the leading value propositions of what we’re doing, because if we can clean up a client’s financial closet, that’s more valuable than any kind of a investment strategy.” — H. Adam Holt, CEO of Asset-Map, LLC Adam Holt is the Founder and CEO of Asset-Map, one of the […]

#ItzOnWealthTech Ep 7: Best Practices in Broker-Dealer Technology with Aaron Spradlin & Billy Oliverio from United Planners

“We were able to speed up our development and delivery of solutions to our advisors by not trying to be the center of the universe, which is where a lot of broker-dealers were spending a lot of money.” — Aaron Spradlin Aaron Spradlin is the Chief Information Officer at United Planners Financial Services. He received […]

envestnet financial planning

The Day Envestnet Became the King of Financial Planning Software

“It’s good to be the king.” — Mel Brooks, History of the World, Part I Does the $500 million deal to buy MoneyGuidePro make Envestnet the King of Financial Planning Software? There’s so much to unpack here!  Envestnet CEO Jud Bergman said that they had been interested in buying MoneyGuidePro for almost as long as […]

Top 10 WMToday Posts from 2018

From Wealth Management AI, Winners of WealthTech, Conference Summaries and Stranger Things in the wealth management technology and digital banking industry, here are the top ten posts of 2018.

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 […]

robo advisors artificial intelligence

Will AI be an Advisor’s Best Friend or Worst Nightmare?

Over the next decade, artificial intelligence (AI) and other emerging technologies will have a tremendous impact on the human labor market. So much so that AI could render nearly half of all US occupations obsolete. In fact, we can expect 65% of today’s college graduates to one day be working in jobs that do not […]

Envestnet Tamarac Conference

8 Cool Tamarac Updates from the Envestnet Advisor Summit

Creole cuisine, bead necklaces and Saints football at the Metrodome are three things that I come to my mind when I think of New Orleans. But last week, my thoughts were firmly focused on the Envestnet Advisor Summit, which was held in The Big Easy for the first time. With over 1,500 attendees, Envestnet’s client conference is […]