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 […]

AdvisorEngine Junxure

Is AdvisorEngine Building a Tamarac Killer?

How much do you need to spend to build a wealth management platform that is able to compete with the established market leaders? Around $60 million, based on the total investments gathered by upstart wealthtech vendor AdvisorEngine. This is how much cash the firm has grabbed since 2014, when it was launched by Rich Cancro, who […]

Tamarac integration partners

How Tamarac Integration Partners Make Their Platform Stickier

I’m writing this post from seat 29C on a United flight from Newark to Los Angeles where I’ll be attending this year’s T3 Advisor Conference.  The ability to stay productive almost 24/7 is both a boon and bane.  Advances in technology provide me with wifi access at 35,000 feet, but also piles on the pressure […]

CRM Software Comparison

Redtail vs Salesforce FSC: Which is the best CRM for Financial Advisors?

Customer Relationship Management (CRM) software that is fully-integrated into a firm’s infrastructure can be an incredibly powerful tool.  It is just one of a wide array of financial technology (fintech) tools that have been engaged in a technological arms race for advisors trying to stay abreast of their competition as well as the expectations of increasingly tech-savvy clients. With […]

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 […]

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 […]

Jemstep Advisor Pro

Jemstep Advisor Pro Helps Convert Robo Prospects into Clients

While some robo-advisor firms are making news by being acquired or spending their VC dollars on flashy marketing campaigns, some companies prefer to stay low-key and build their businesses the old fashioned way; by providing innovative solutions that add value for clients. Jemstep falls squarely into the latter category.  While they began as a direct […]

FinTech

The Battle for the RIA Technology Integration Hub

“Everybody wants to rule the world” — Tears for Fears, Songs from the Big Chair, 1985 The fight for control of the RIA technology integration hub is well underway as the first quarter of 2015 comes to a close.  Vendors have been marshaling their forces to grab this critical territory on the advisor’s desktop; the […]