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 […]

Orion Advisor Conference

7 Impressions from the Orion Advisor Conference

Back when Orion Advisor Services’ CEO Eric Clark was still working for his father’s RIA, I’ll bet he never imagined that one day he would be on stage in front of 700+ clients, partners and staff of his own company. And on his birthday, to top it all off. Yet this very scenario played itself […]

T3 Advisor Conference

7 Game-Changers 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 […]

Model Marketplace

Can Retail Model Marketplaces Challenge TAMPs for Assets?

This article is the second in our series on the tools and technologies that help connect asset managers to their distribution networks. Whether they are called hubs, exchanges or marketplaces they have a wide variety of functionality and business models and they all share one key feature; ability to transmit managers’ investment models to sponsor […]

orion advisor services eclipse

Orion Advisor Tries to Eclipse the Competition With New Portfolio Rebalancer

Back in the early 1990’s, when software was still delivered on floppy disks, it was common for software to be sold as separate applications, with each one costing hundreds of dollars each.  They didn’t communicate with each other and their user interfaces were often completely different. But then, Microsoft, which was just getting a handle […]

robo platform advisors

Oranj Leapfrogs Robo-Platforms With TradeWarrior Acquisition

It is a great time to be an independent RIA.  At least when it comes to technology.  There seems to be an endless supply of tools for automating, optimizing and generally improving the efficiency of an advisory firm’s operations. This is especially true in what we like to call the robo-platform or digital advice space.  Innovative companies […]

Riskalyze autopilot

Riskalyze Expands Beyond Profiling to Become a TAMP Supermarket

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 […]

Client-Facing Technology

5 Trends in Client-Facing Technology

Client-facing technologies offer a bit of a contradiction in terminology, especially for those of us who have been in the industry for a while. Client-facing used to mean interactions only done by a human. As technology has advanced, more and more interactions are being handled by technology in order to allow the advisors to be […]