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6 Ways that Socialware Can Save Advisors from Social Media Failure

6 Ways that Socialware Can Save Advisors from Social Media Failure

Posted by on Nov 18, 2015 in Software Review

Social media can be much like the Wild West.  It appears to be a land of opportunity for advisors who want to prospect and post their thoughts on Facebook, Twitter and LinkedIn. But the free-wheeling atmosphere of social media networks can quickly seem like the O.K. Corral for executives and compliance officers. Now there’s a new sheriff in town. Socialware, […]

Can The Power of the Crowd Disrupt Financial Advice?

Can The Power of the Crowd Disrupt Financial Advice?

Posted by on Jul 19, 2015 in Conference Summaries

The uncanny accuracy of crowdsourcing has been well-documented by both government and private research.  The ability of average people to predict the likelihood of future events when their insights are aggregated together outstrips the results of even the best professional analysts. Two startups want to harness the power of the crowd to disrupt investing and possibly the entire […]

25 Awesome Financial Advisor Technology Tools – Winterberg

25 Awesome Financial Advisor Technology Tools – Winterberg

Posted by on Apr 27, 2015 in Conference Summaries, Technology

Armies of technology vendors seem to be converging on the wealth management industry offering cloud-based services to automate every task a financial advisor could ever think of. These tools can help advisors connect and communicate with clients and prospects anywhere in the world.  But which ones are best for your needs? The myriad choices can […]

Pershing Plans a Robo-Advisor White Label Product — Yip

Pershing Plans a Robo-Advisor White Label Product — Yip

Posted by on Apr 13, 2015 in Technology

The woman from the public relations had scheduled a meeting for me with Patrick Yip, Director of Advisory Market Technology Strategy at Pershing LLC. since we would both be at the Technology Tools for Today (T3) Conference in Dallas.  Yip was looking to talk about some new technology initiatives undertaken by Pershing and their parent, the […]

4 Robo-Platforms Go Head-to-Head at T3 Conference

4 Robo-Platforms Go Head-to-Head at T3 Conference

Posted by on Feb 27, 2015 in Conference Summaries, Technology

UPDATE Jan 2016: The acquisition of Jemstep by Invesco could help their efforts to move upmarket. They have been selling primarily to smaller RIA’s but getting a lot of interest from larger firms.  Jemstep needed a cash infusion to continue their growth and had a choice between more private equity money or selling the company to […]

eMoney Advisor vs. MoneyGuidePro: Which is the Best Financial Planning Software?

eMoney Advisor vs. MoneyGuidePro: Which is the Best Financial Planning Software?

Posted by on Feb 4, 2015 in Financial Planning, Software Review

As the digital revolution continues to disrupt business models across all verticals, financial planning is one area where technological advancement is key. Wealth managers with more powerful financial planning tools that can create stronger client engagement will have a competitive advantage. Financial advisors are already inundated with endless streams of information and marketing messages.  And […]

Going Mobile: Review of AssetMark’s New iPad App

Going Mobile: Review of AssetMark’s New iPad App

Posted by on Oct 21, 2014 in Mobile

Mobile technology has revolutionized wealth management in ways that were unimaginable 5-10 years ago. Smaller and smaller form factors that pack more and more processing power have provided us with almost unlimited flexibility and new ways to sell to and service clients. According to a recent report called Mobile in Wealth Management from Capco, Apple’s […]

Is MyVest the Right Portfolio Rebalancing Software for You?

Is MyVest the Right Portfolio Rebalancing Software for You?

Posted by on Jul 21, 2014 in Portfolio Management

Research has shown that portfolios that are rebalanced at least annually experienced lower volatility and higher risk-adjusted returns than those that are not rebalanced.  Every advisor should have access to a quality, automated software rebalancing tool to handle this task, which used to be a time-consuming chore. As part of my series of articles on portfolio rebalancing software, […]

Financial Planning in 10 Minutes or Less with goalgamiPro

Financial Planning in 10 Minutes or Less with goalgamiPro

Posted by on Sep 4, 2013 in Financial Planning

Origami is the Japanese traditional art of paper folding and is made up of two smaller words; “ori”, meaning to fold and “gami” meaning paper. goalgamiPro (which starts with a lowercase ‘g’) is not an ancient art form, but the name of a software product developed by Advisor Software Inc. (ASI).  It is designed to […]

The Hunger for Yield

The Hunger for Yield

This is a summary of a session from the Money Management Institute’s 2013 Spring Convention. The panel was made up of three experts all from large, institutional asset management firms: Daniel Loewy, Co-Chief Investment Officer, AllianceBernstein Donald Plotsky, Head of Product Group, Western Asset Management Robert McConnaughey, Head of Equity, Columbia Management The session moderator […]