Portfolio Management

#ItzOnWealthTech Ep 38: 3 Reasons Advisors Shouldn’t Do Everything Themselves with Jim Palumbo

“We have one humongous arch-nemesis and the initials are DIY. The do it yourself-ers have ultimately decided to just try to go it on their own. A majority of advisors don’t choose a platform like ours, end up just doing everything themselves and here they are a year or two later, their hair is still …

#ItzOnWealthTech Ep 38: 3 Reasons Advisors Shouldn’t Do Everything Themselves with Jim Palumbo Read More »

financial advisor fees

#ItzOnWealthTech Ep 36: 4 Reasons Why Transparency Is Good Business with Seth Johnson

“Fee transparency should be every firm’s goal. Make sure that anybody working with you knows how their fees have been calculated and knows what they’re being charged for. Provide a good client statement that has all of the right data on it. That’s just good business.” — Seth Johnson, CEO, Redi2 Technologies Seth Johnson has …

#ItzOnWealthTech Ep 36: 4 Reasons Why Transparency Is Good Business with Seth Johnson Read More »

portfolio rebalancing

#ItzOnWealthTech Ep 8: Trends in Portfolio Rebalancing from Orion Advisor Services

“Rebalancing isn’t just an automated process to achieve target allocations, it enables customization of client portfolios at scale.” — Ryan Donovan Ryan Donovan joined Orion Advisor Services in 2014 with the goal of empowering advisors in the northeast and furthering Orion’s regional presence. Prior to joining Orion, Ryan had been a Vice President with Citigroup …

#ItzOnWealthTech Ep 8: Trends in Portfolio Rebalancing from Orion Advisor Services Read More »

Vestmark Options Trading

Vestmark Adds Option Trading as Defense Against Robo-Advisors

The top five robo-advisors have attracted almost $200 billion in AUM and some projections say that this total could hit trillions in a few years. Wealth management firms are looking for ways to help their advisors differentiate themselves from the now ubiquitous robo solutions. As stated in Cerulli’s 2017 US Advisor Metrics Report, money management services are at …

Vestmark Adds Option Trading as Defense Against Robo-Advisors Read More »