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3 Updates to Tamarac Integration Partners that RIA’s Will Love

3 Updates to Tamarac Integration Partners that RIA’s Will Love

Posted by on Feb 15, 2017 in CRM

I’m writing this post from seat 29C on a United flight from Newark to Los Angeles where I’ll be attending this year’s T3 Advisor Conference.  The ability to stay productive almost 24/7 is both a boon and bane.  Advances in technology provide me with wifi access at 35,000 feet, but also piles on the pressure […]

TD Ameritrade Rides the RoboAdvisor Wave with Latest iRebal

TD Ameritrade Rides the RoboAdvisor Wave with Latest iRebal

Posted by on Jun 13, 2016 in Portfolio Management, Software Review

While stand-alone robo-advisor assets have flatlined, deep pocketed players are still circling, hoping to land a bargain and jump start their digital strategy.  Firms are pitching themselves as technology plays rather than just online RIA’s that mostly eschew human advisors. TD Ameritrade is positioning their latest version of iRebal as the ‘Intel inside’ for online advisors.  The technology savvy custodian […]

Top Ten WMToday Posts from 2015

Top Ten WMToday Posts from 2015

Another exciting year in wealth management has passed and it seemed like a whirlwind of activity right up until December 31st.  We covered a wide range of topics from risk tolerance and financial planning software to robo-advisors and the biggest M&A deals.  But what are the top ten WMToday posts from 2015?  These are the ten most popular posts […]

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 […]

Envestnet Advisor Summit 2015 Quick Twitter Recap – Day 2

Envestnet Advisor Summit 2015 Quick Twitter Recap – Day 2

Another jammed-packed day of advisor information at the Envestnet Advisor Summit 2015 from a very sunny Chicago.  It was 80 degrees outside yesterday, but for the 1,600 advisors attendees here, it was cool and comfortable as they soaked up the tips, instructions and best practices for Envestnet’s ever-growing suite of products and services. Take a […]

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 […]

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 […]

Which Portfolio Rebalancing Software is Right for You? (2/2)

Which Portfolio Rebalancing Software is Right for You? (2/2)

Posted by on Feb 19, 2013 in Portfolio Management

This is part 2 of 2 of a summary from a panel discussion at the Tools and Technology Today (T3) Conference, which took place February 11-13, 2013 in Miami, FL.  You can read part 1 here. Moderator: Tess Downing, Financial Advisor, Fox, Joss & Yankee, LLC Panelists: Sheryl Rowling, CEO, Total Rebalance Expert (TRX) Brandon […]

Which Portfolio Rebalancing Software is Right for You?

Which Portfolio Rebalancing Software is Right for You?

Posted by on Feb 17, 2013 in Portfolio Management

This is a summary of panel discussion from the Tools and Technology Today (T3) Conference that took place February 2013 in Miami, FL. Moderator: Tess Downing, Financial Advisor, Fox, Joss & Yankee, LLC Panelists: Sheryl Rowling, CEO, Total Rebalance Expert (TRX) Brandon Rembe, CTO, Envestnet/Tamarac Danielle Fava, Sr. Product Manager, TD Ameritrade/iRebal Janson Evans, VP […]