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How Risk Tolerance Software Is Disrupting Wealth Management

How Risk Tolerance Software Is Disrupting Wealth Management

Posted by on Jun 4, 2015 in Proposal Generation, Risk Management

What is the internal force that pushes people to try and solve a problem that almost no one else realizes is even there?   How does building a better mousetrap go from unrealistic idea to working software to a revenue-generating business?  And how do we know if it something we even need? This process has already occurred with risk […]

The Battle for the RIA Technology Integration Hub

The Battle for the RIA Technology Integration Hub

Posted by on Mar 23, 2015 in Technology

“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 […]

Fast Twitter Recap of T3 Conference Dallas 2015 – Day 2

Fast Twitter Recap of T3 Conference Dallas 2015 – Day 2

Posted by on Feb 14, 2015 in Conference Summaries, Technology

Here’s a lightning fast overview of Day 2 of the Technology Tools for Today (T3) Conference – Advisor Edition from Dallas based on selected Twitter posts (with the #T32015 hashtag) as a guide. I’ll be diving into more detail on a bunch of these sessions in the near future.  But I wanted to get this […]

Which CRM is Right for You? Envestnet|Tamarac’s Advisor CRM

Which CRM is Right for You? Envestnet|Tamarac’s Advisor CRM

Posted by on May 23, 2014 in CRM

Some of the most popular posts on this blog come from two series of articles: Which Portfolio Rebalancing Software is Right for You? and Which Financial Planning Software is Right For You? Adding to this trend, I’m launching a new series called, Which CRM Software is Right for You?  In it, I will be reviewing Customer Relationship […]

Is WealthTrace the Right Financial Planning Software for You?

Is WealthTrace the Right Financial Planning Software for You?

Posted by on Dec 30, 2013 in Software Review

“If we command our wealth, we shall be rich and free; if our wealth commands us, we are poor indeed.” — Edmund Burke The market for financial planning software has exploded over the past five years with new entrants bringing innovative approaches for managing client’s wealth and planning their retirement.  As part of my series on […]

iPad App Review: goalGetter

iPad App Review: goalGetter

Posted by on May 9, 2012 in Software Review

This is a review of the goalGetter iPad app from ASI Advisor Software. goalGetter is a personal financial planning app targeted at the end investor.  It is a very simple tool designed to help plan for large financial events.  It’s easy to use with a clean, intuitive layout that allows you to drag and drop to […]

Current Challenges for UMA Sponsors

Posted by on Aug 3, 2011 in Conference Summaries

This post is a summary of a session from the MMI’s 2011 Annual Convention. The moderator for this session was Lee Chertavian, Chairman & CEO, Placemark Investments. The panelists were Marilee Ferone, Executive Director, UBS Financial Services, Roger Paradiso, President, Chief Investment Officer, Morgan Stanley Smith Barney and Russell W. Tipper, Director, Third Party Discretionary Programs, Managed Solutions Group Merrill Lynch. According to Dover […]