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Pershing Looks to Natixis to Help Them Catch Envestnet in UMA

Pershing Looks to Natixis to Help Them Catch Envestnet in UMA

Posted by on Apr 20, 2017 in Industry Analysis

Unified Managed Accounts (UMA) never achieved the expected market domination or lived up to the peak hype that existed before the financial crisis.  Now, it is just another managed account program, alongside Separately Managed Accounts (SMA), Mutual Fund Wrap (MFW), Rep-as-Advisor (RAA) and Rep-as-PM (RPM).  While UMA currently holds only around 12% of all advisory assets, according […]

5 Things You Can Learn from the 2016 T3 Advisor Conference

Posted by on Feb 14, 2016 in Conference Summaries, Technology

Industry conferences are like cramming for a test when you were in school.  You have only a few days to stuff as much information as possible into your head and hope you remember one or two key points to when you get back home. The 2016 T3 Advisor Conference, which was held this year in […]

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 […]

Too Digital to Fail: InVest 2015 Conference – Day 2 Summary

Too Digital to Fail: InVest 2015 Conference – Day 2 Summary

Posted by on Jun 23, 2015 in Conference Summaries, Technology

While the first day of the In|Vest 2015 Conference was devoted to startups and their potential to disrupt the traditional financial services landscape, day two turned the tables and gave the too-big-to-fail banks and other large wealth management firms a chance to show off their digital mojo and explain why they won’t be the ones to become disrupted. After […]

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 […]

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 […]

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 […]

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 […]

Ten Ideas for Advisory Business Success from Mark Tibergien – Part 2

Posted by on Mar 14, 2012 in Conference Summaries

This post is a summary of a session from the MMI 2011 Fall Solutions Conference.  It is part 2 of a 2 part series.  You can read part one by clicking here. The speaker for this session was Mark Tibergien, Chief Executive Officer of Pershing Advisor Solutions, a BNY Mellon company. 6. Don’t Forget About […]