data aggregation tools

How the Quovo Deal Validates Envestnet’s Vision for Yodlee

“Good ideas are always crazy, until they’re not.” – Larry Page, co-founder of Google When Envestnet CEO Jud Bergman announced that his company was shelling out just under $600 million to buy data aggregator Yodlee, saying that the market did not approve was an understatement. The firm was blasted by both the press and equity […]

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.

Riskalyze fearless investing summit

99 Takeaways from the Riskalyze Fearless Investing Summit 2018

If there is one other thing that Aaron Klein does well, besides building a successful software company, it’s running a conference. Last year’s client conference in Lake Tahoe was a smashing success, so expectations were high for The Riskalyze Fearless Investing Summit 2018 held in San Antonio, TX. We really shouldn’t have been worried at […]

3 Reasons Why Model Marketplaces Are Taking Off

It seems as though every wealthtech vendor and custodian has launched their own model marketplace. It’s gotten to the point where I’m expecting to see model offerings at the drive thru at Dunkin Donuts one day soon.  According to research from Cerulli, 80% of all financial advisors use some type of model portfolios in their […]

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 […]

Invest Conference

Digital Digest from the InVest 2018 Conference

The battle between every startup and incumbent comes down to whether the startup gets distribution before the incumbent gets innovation. I pulled this quote from one of my favorite podcasts, a16z, which is produced by VC firm Andreessen Horowitz. I felt as though I was witnessing this ongoing struggle live last week at the In|Vest […]

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 […]

asset management trends

5 Bold Predictions for Asset Managers Product Shelf in 2027 

The city of Chicago is known for having some seriously cold weather that can surprise visitors with it’s intensity. While October is far from the dead of winter, the average temperature has historically been in the high 50’s/low 60’s with a fair dose of wind to chill your bones. Fortunately, a few days of absolutely […]