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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 […]

MMI Fall 2015: Conference Summary – Day 1

MMI Fall 2015: Conference Summary – Day 1

Posted by on Oct 26, 2015 in Conference Summaries

It is already a month into Fall, but you would never know it from the weather in midtown Manhattan today.  It was 75 degrees and sunny.  Unfortunately, I wasn’t able to go outside and work on my tan since I was busy attending the Money Management Institute’s 2015 Fall Solutions Conference at the Grand Hyatt Hotel. The […]

MMI 2015 Annual Convention Quick Twitter Recap

MMI 2015 Annual Convention Quick Twitter Recap

Posted by on Apr 25, 2015 in Conference Summaries

The theme for the Money Management Institute’s 2015 Annual Convention in Charlotte, NC was “Leadership Challenges in a Period of Fast-Paced Industry Transition”.  This was well-timed considering the whirlwind of changes that have occurred over the past year. The attendees were a good mix of asset managers, sponsors and vendors that led to some lively […]

The Top 10 WMToday Posts from 2014

At the end of every year, we compile a list of the most popular posts that were published on WM Today. It’s a great way to look back on what happened this year, and an insight-packed view of what really resonates with our readers. 10. Going Mobile: Review of AssetMark’s New iPad App As part […]

What Robo Advisors Can Teach Us About Focusing on the Client

What Robo Advisors Can Teach Us About Focusing on the Client

This is a summary of a TechOps Track Session titled, “Empowering Advisors: Delivering Tools that Support Today’s Client Needs” from the Money Management Institute’s 2014 Fall Solutions Conference.  The discussion topic was supposed to be centered on how firms are delivering new advisor tools to help them customize solutions for different client segments. However, the […]

5 Hot Tips For Selling to RIAs

5 Hot Tips For Selling to RIAs

Posted by on Jun 17, 2014 in Conference Summaries

This is a summary of a panel from the Money Management Institute’s 2014 Annual Convention.   The session was targeted at anyone who has investment advisory firms as customers such as service providers, broker-dealers or asset managers. Moderator: Kian Rafia, VP, Product Development, Cetera Financial Group Panel: Mark Pennington, Partner, RIA Services, Lord Abbett Michael […]

Why Demographic Differences Define How Advisors Should Talk to Clients

Why Demographic Differences Define How Advisors Should Talk to Clients

“If I had dropped out of college when I was a freshman, I would be a billionaire now. But my mother forced me to finish my education, so now I’m only a millionaire.” — Andrew Mason, Founder and former CEO of GroupOn This quote was provided by Marilyn Moats Kennedy, CEO of Moats Kennedy Inc., […]

8 Great Distribution Lessons for Asset Managers

8 Great Distribution Lessons for Asset Managers

Posted by on May 8, 2014 in Conference Summaries

The top tier asset management firms have demonstrated success in their efforts at sales and product distribution.  They also oversee a loyal advisor base and have solid partnerships with key accounts.  Understanding their best practices and incorporating them into your firm can help you on the road to emulating their success This article is a […]

7 Best Practices of Successful NextGen Advisors

7 Best Practices of Successful NextGen Advisors

This is a summary of a panel from the Money Management Institute’s 2014 Annual Convention.  The panel included representatives from a wide range of distribution channels, including a wirehouse, insurance broker-dealer and an online advisor. Moderator: David Berkowitz, President, Lincoln Financial Network Panel:   Eli Broverman, Co-Founder & COO, Betterment, LLC James J. Detterick, Managing […]

3 Tips for Helping Clients Deal With a Crisis

3 Tips for Helping Clients Deal With a Crisis

Posted by on Feb 10, 2014 in Conference Summaries

After a financial crisis, how do you think about what comes next?  How will your clients react and how can you help them?  What are they feeling and why are they feeling that way?  The Hartford Funds has partnered with the MIT Age Lab to study how the changing demographics of aging will impact consumer […]