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Riskalyze Expands Beyond Profiling to Become a TAMP Supermarket

Riskalyze Expands Beyond Profiling to Become a TAMP Supermarket

Posted by on Feb 21, 2017 in Risk Management, Technology

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 […]

Acorns vs. Stash: Why Micro-Savings Apps Are The Wave of the Future

Posted by on Feb 6, 2017 in Technology

One of the amazing aspects of innovation is how different people can approach the exact same problem from completely different angles.  The social media has seen hundreds of startups including recent popular apps such as Viber (voice calls), Periscope (video streaming) and Snapchat (disappearing photos that has filed for an IPO at a valuation of $25 billion), whose founders all […]

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

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

Posted by on Jan 17, 2017 in CRM

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 for advisors trying trying stay abreast of their competition as well as the expectations of increasingly tech-savvy clients. With the […]

Trends in Asset Management

Trends in Asset Management

Posted by on Dec 5, 2016 in Conference Summaries, Technology

Disruption may be the name of the game in the financial industry, but that does not mean everyone necessarily likes it. This year proved to be no exception with more sources of upheaval than ever applying pressure on asset managers. I was recently invited to participate in a panel discussion at an SS&C event in Toronto called, “The View From […]

7 Challenges Holding Back Blockchain

7 Challenges Holding Back Blockchain

Posted by on Nov 27, 2016 in Technology

Nearly three years ago, Internet pioneer and Silicon Valley uber-investor Marc Andreessen wrote an article in the New York Times about how the technology behind Bitcoin, the digital currency, is in a state similar to the World Wide Web in the 1990’s. He predicted that a company using Bitcoin technology, would soon lead a wave of disruption across the financial services […]

Can DigitalPlus Advisors Topple the Robos?

Can DigitalPlus Advisors Topple the Robos?

Posted by on Nov 3, 2016 in Conference Summaries

There has been an endless stream of synonymous terms created to describe advisors who leverage technology to provide online advice.  Digital advisors, hybrid advisors, or technology-enhanced advisors have all been suggested. At the Money Management Institute’s Fall Solutions Conference held last month, Chicago-based management consulting firm A.T. Kearney coined a new term, the DigitalPlus advisor. Follow me on Twitter @CraigIskowitz Bracing for the […]

4 Career Tips from Successful Women in FinTech

4 Career Tips from Successful Women in FinTech

Posted by on Sep 26, 2016 in Industry Analysis

There is a curious trend an observant mind will notice while scanning the halls of any wealth management conference. In most rooms, less than 15 percent of the crowd are women. Despite ongoing efforts, bringing larger numbers of women into the financial advisory fields has been challenging. FinTech has been no exception. Despite the sector’s power […]

3 Reasons to Avoid the Pennies for Apple Watch Budgeting App

3 Reasons to Avoid the Pennies for Apple Watch Budgeting App

Posted by on Sep 3, 2016 in Wearables

Pennies is an app for the Apple Watch and iPhone designed to make budgeting easy. While it provides a seamless experience across iOS devices, it comes up short versus apps like Mint and Banktivity, since it does not go beyond basic budgeting, has limited customization options and a high price to boot. Not A Bad Penny It takes no more than a […]

Is Finance Logix The Right Financial Planning Software For You?

Posted by on Jul 17, 2016 in Financial Planning

Britain voting to leave the EU.  ISIS terrorists attack Orlando and France.  An attempted military coup in Turkey. Donald Trump.  There’s no shortage of news these days that can scare investors into a panic. Smart financial advisors know that the best way to keep their clients from panicking is to have them buy-in to a comprehensive financial plan. […]

TD Ameritrade Rides the RoboAdvisor Wave with Latest iRebal

TD Ameritrade Rides the RoboAdvisor Wave with Latest iRebal

Posted by on Jun 13, 2016 in Portfolio Management, Software Review

While stand-alone robo-advisor assets have flatlined, deep pocketed players are still circling, hoping to land a bargain and jump start their digital strategy.  Firms are pitching themselves as technology plays rather than just online RIA’s that mostly eschew human advisors. TD Ameritrade is positioning their latest version of iRebal as the ‘Intel inside’ for online advisors.  The technology savvy custodian […]