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Oranj Leapfrogs Robo-Platforms With TradeWarrior Acquisition

Oranj Leapfrogs Robo-Platforms With TradeWarrior Acquisition

Posted by on Apr 24, 2017 in Industry Analysis, Technology

It is a great time to be an independent RIA.  At least when it comes to technology.  There seems to be an endless supply of tools for automating, optimizing and generally improving the efficiency of an advisory firm’s operations. This is especially true in what we like to call the robo-platform or digital advice space.  Innovative companies […]

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 […]

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 […]

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 […]

Robo-Advisors Shakeout: Who Will Be The Last One Standing?

Robo-Advisors Shakeout: Who Will Be The Last One Standing?

Posted by on Aug 2, 2015 in News

It wasn’t supposed to be this way The robo-advisor concept began as an idea that could disrupt the wealth management industry.  It started moving through a series of phases that are common to disruptive ideas and technology.  Disruptors like Amazon, Apple and Uber all went through these phases with their products and services.  New business models rose up […]

InVest 2015 Conference: Fast Twitter Recap – Day 1

InVest 2015 Conference: Fast Twitter Recap – Day 1

Posted by on Jun 19, 2015 in Conference Summaries, Technology

This is my summary of day 1 of the In|Vest 2015 Conference.  This is the first year for this conference and they are targeting a wide audience, at least beyond what I see at other wealth management events. Their goal was to bring together traditional wealth management firms, retail and private banks with enterprise technology and service providers, digital advisory and […]

Oranj David Lyon: We’re The Un-Robo-Advisor

Oranj David Lyon: We’re The Un-Robo-Advisor

Posted by on Mar 31, 2015 in Portfolio Management, Technology

Today, using Uber to hail a cab, Amazon to buy electronics or Venmo to transfer money have become commonplace. Dealing with a live person to handle every day tasks seems almost quaint and old fashioned.  So, why would engaging with a financial advisor be any different? As reported in a recent Boston Consulting Group study, […]

What’s New in Portfolio Rebalancing Tools?

What’s New in Portfolio Rebalancing Tools?

This is a summary from a panel discussion from the Technology Tools for Today (T3) 2015 Conference – Advisor Edition.  Four of the top vendors in portfolio rebalancing software solutions were brought together to discuss the latest trends, new features and functionality and whether or not you should select an automated advisory solution or one […]