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5 Trends in Client-Facing Technology

5 Trends in Client-Facing Technology

Posted by on Mar 13, 2016 in Industry Analysis

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 […]

Why Acorns is the Only Roboadvisor That Could Be Worth $1 Billion

Why Acorns is the Only Roboadvisor That Could Be Worth $1 Billion

Posted by on Mar 7, 2016 in Industry Analysis

It’s been nearly a year since Vanguard and Schwab launched automated advice platforms, stepping into the fray against roboadvisors and apparently winning. As we’ve discussed, the end may be near for the Wealthfront as the big boys are close to knocking the upstarts out of the fight. Meanwhile, a presumed lightweight in the battle for […]

Dead Robo Walking: Why Wealthfront is Doomed

Dead Robo Walking: Why Wealthfront is Doomed

Posted by on Feb 26, 2016 in Industry Analysis, Technology

As recently as last summer, Adam Nash, CEO of roboadvisor Wealthfront, was boasting about his firm’s rapid growth and how they could soon replace ‘traditional’ financial advisors. How fast the world changes in just a few months. In an article in InvestmentNews, Alessandra Malito reported that Wealthfront’s AUM growth slowed to a crawl by the end of last year: Wealthfront, which […]

How a Snapchat RoboAdvisor Could Rock the Industry

How a Snapchat RoboAdvisor Could Rock the Industry

Posted by on Jan 31, 2016 in Industry Analysis, Technology

Social media has changed the way people interact with each other and how they receive and consume information. Is the next step changing the way they invest? Robo-advisors have become a hot topic in the investment industry recently. Social media messaging service Snapchat is even rumored to be building a robo-advisor service of its own. Could a […]

3 Thoughts on Why Invesco Acquiring Jemstep Was A Smart Move

3 Thoughts on Why Invesco Acquiring Jemstep Was A Smart Move

Posted by on Jan 20, 2016 in Industry Analysis

I’ve been a big fan of Jemstep for quite a while now.  I first met their president, Simon Roy, at a T3 conference a few years ago when he was on a panel of robo-platform providers. (See 4 Robo-Platforms Go Head-to-Head at T3 Conference) While Jemstep started out with a short-lived direct to consumer model and then […]

Top Ten WMToday Posts from 2015

Top Ten WMToday Posts from 2015

Another exciting year in wealth management has passed and it seemed like a whirlwind of activity right up until December 31st.  We covered a wide range of topics from risk tolerance and financial planning software to robo-advisors and the biggest M&A deals.  But what are the top ten WMToday posts from 2015?  These are the ten most popular posts […]

T3 Enterprise: Best Tweets of the 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 […]

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

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

Posted by on Oct 2, 2015 in Industry Analysis, Technology

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 […]

5 Serious Concerns About the Envestnet Acquisition of Yodlee

5 Serious Concerns About the Envestnet Acquisition of Yodlee

Posted by on Aug 24, 2015 in Industry Analysis

There are two sides to every story, but usually only one of them turns out to be right.  The same will be true for Envestnet’s decision to back up the Brinks truck and dump $600 million on Yodlee’s shareholders to buy their beloved company.  Was it a brilliant idea, as I wrote last week or will it turn […]

5 Reasons Why the Envestnet Acquisition of Yodlee Was Brilliant

5 Reasons Why the Envestnet Acquisition of Yodlee Was Brilliant

Posted by on Aug 15, 2015 in Industry Analysis, Technology

In case you’ve been living under a rock for the past week, Envestnet shelled out almost $600 million to purchase data aggregator Yodlee.  The reverberations from this deal are still making their way across the industry. After spending about a year talking about licensing deals and partnerships, Envestnet CEO Jud Bergman came to the conclusion that Yodlee’s […]