robo platform advisors

Can Oranj + TradeWarrior Compete With The RIA Big Boys Now

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 […]

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 […]

Riskalyze and Quovo

Smart and Agile: Riskalyze and Quovo Help Advisors Stay Ahead of Robos

In this age of the cheap and fast robo-advisor, traditional advisors have to be smart and agile to win new clients and score more asset management opportunities. These advisors will need intelligence. That’s where data aggregation comes in. With the deeper and more meaningful insights “big data” can provide, advisors can get the edge they […]

Invest 2015 conference

InVest 2015 Conference: Fast Twitter Recap – Day 1

This is my summary of day 1 of the In|Vest 2015 Conference.  This is the first year for this conference and they are targeting a wide audience, at least beyond what I see at other wealth management events. Their goal was to bring together traditional wealth management firms, retail and private banks with enterprise technology and service providers, digital advisory and […]