Managed Accounts

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 …

What Robo Advisors Can Teach Us About Focusing on the Client Read More »

Active Management: Skill versus Luck

This is a summary of a panel discussion from the MMI 2013 Spring Convention held in NYC on April 22-24. Moderator: John Thompson, Partner, Head of Investment Solutions, Hewitt EnnisKnupp Panelists: Ed Foley, Director, Dimensional Fund Advisors Brian Hansen, President & COO, Confluence Investment Management Robert G. Smith, President & CIO, Sage Advisory Services According …

Active Management: Skill versus Luck Read More »