What Exactly is Riskalyze Building?
“The future is already here — it’s just not very evenly distributed”. When science-fiction writer William Gibson came up with this maxim in the early 1990’s, he was referring to how technological advances are unevenly spread across the globe. The same holds true for technological advances across the fintech space. Take Riskalyze for example. When the company was […]
3 Updates to Tamarac Integration Partners that RIA’s Will Love
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 […]
3 Ways Personality Testing Crushes Risk Tolerance Questionnaires
Considering the tidal wave of fear-driven headlines these days, it’s tough focusing on the biggest issue we should be worrying about. Climate change causing the oceans to rise? Over-exuberant stock market heading for a crash? The New England Patriots winning another Super Bowl? The problem is that human brains just aren’t wired to make accurate risk predictions. Financial advisors […]
The Top 10 WMToday Posts from 2016
Craig’s Note: I love these summary articles because they’re a great way to re-purpose content while providing you, our loyal readers, with a handy overview of the year gone by. Robo-Advisors are still a hot topic, although I believe a B2C shakeup is likely in 2017. Portfolio rebalancing tools have been a staple on this blog since it started. […]
4 Career Tips from Successful Women in FinTech
There is a curious trend an observant mind will notice while scanning the halls of any wealth management conference. In most rooms, less than 15 percent of the crowd are women. Despite ongoing efforts, bringing larger numbers of women into the financial advisory fields has been challenging. FinTech has been no exception. Despite the sector’s power […]
5 Dynamic Content Ideas to Attract Financially Fragile Millennials
Millennials have long presented a puzzle to financial advisors, and for good reason. On the one hand, we have a 75-million strong generation that is better educated, more diverse and more active than its predecessors. On the other hand, much of the Millennial crowd is not all that appealing to a traditional financial advisor. According […]
How the RoboAdvisor Renaissance Pushed the Industry Out of the Dark Ages
While B2C robo advisors have yet to reach asset levels that could threaten traditional advisors, their innovative technology has been spurring firms to revamp their online presence. A Roboadvisor Renaissance has spread across the formerly stodgy wealth management industry. Legacy technology vendors are rushing to revamp their user interfaces and add automated investment offerings to meet a […]
5 Ways Grapevine6 Can Jumpstart Advisors’ Social Media Marketing
Maintaining engagement with clients and prospects has always been a costly and time-consuming, yet critical task for financial advisors. Social media has provided a free communications channel, but it does not reduce the effort required to locate or create and distribute captivating content. It has been a perennial industry puzzle: how can advisors effectively leverage networks such as LinkedIn, Twitter and Facebook […]
