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How RIA’s Can Survive the Wild West of Roboadvisor Technology – Kitces

How RIA’s Can Survive the Wild West of Roboadvisor Technology – Kitces

Posted by on Apr 16, 2017 in Industry Analysis

In the 1966 spaghetti Western, The Good, The Bad and The Ugly, Clint Eastwood plays one of three gunslingers competing to find fortune in a buried cache of Confederate gold amid the violent chaos of the American Civil War. Each of the three have only partial information about the gold’s location, so they have to work together if […]

4 Secrets of Successful RIA Rollups

4 Secrets of Successful RIA Rollups

Posted by on Apr 9, 2017 in Conference Summaries

Whether you call them RIA consolidators, aggregators or roll-ups, they are all fighting toward the same goal: keeping their advisors happy and growing their assets.  Yet how they got their their current size and how they plan to keep growing is a story that often gets overlooked. Three successful RIA rollups recently appeared on stage […]

3 Israeli Startups That Are Disrupting Banking & Payments

3 Israeli Startups That Are Disrupting Banking & Payments

Posted by on Mar 28, 2017 in Conference Summaries, Technology

If there was one location on Earth that should be referred to as the ‘Startup Capital of the World’ it would be Israel. Sure, when it comes to raw numbers, Silicon Valley is king. But on a per capita basis, Israel, with only 8 million people, boasts more startups, more venture capital, more scientists and […]

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 […]

3 Updates to Tamarac Integration Partners that RIA’s Will Love

3 Updates to Tamarac Integration Partners that RIA’s Will Love

Posted by on Feb 15, 2017 in CRM

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 […]

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 […]

The Tao of Risk and Client Acquisition: Is Financial DNA Your New Secret Weapon?

Posted by on Jan 26, 2017 in Risk Management

Considering the tidal wave of fear-driven headlines these days, it’s tough focusing on the biggest issue we should be worrying about.  Climate change causing the oceans to rise?  Over-exuberant stock market heading for a crash?  The New England Patriots winning another Super Bowl? The problem is that human brains just aren’t wired to make accurate risk predictions. Financial advisors […]

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 […]

The Top 10 WMToday Posts from 2016

Posted by on Jan 7, 2017 in Industry Analysis

Craig’s Note: I love these summary articles because they’re a great way to re-purpose content while providing you, our loyal readers, with a handy overview of the year gone by.  Robo-Advisors are still a hot topic, although I believe a B2C shakeup is likely in 2017.  Portfolio rebalancing tools have been a staple on this blog since it started. […]

RoboAdvisors and the DOL Rule: Perfect Together?

RoboAdvisors and the DOL Rule: Perfect Together?

Posted by on Dec 11, 2016 in Technology

I just finished an interesting book called “Time Travel: A History” by James Gleick.  It is a well-written amalgamation of the history of time travel in Western literature, starting with H. G. Wells’ classic, The Time Machine. Since Well’s novel pre-dated Einstein’s theories by almost a decade, he was not aware that time is relative to each observer. […]