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. […]
TD Ameritrade Rides the RoboAdvisor Wave with Latest iRebal
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 […]
Will Top Gun RIAs Flock to Adhesion’s Robo-Advisor Platform?
One of the biggest trends in wealth management over the past year has been the slew of new products designed to help RIAs launch their own digital advisory channels. Every vendor in the space has realized that they need to be able to check off the robo-platform box when they get an RFP from a prospective client. Adhesion […]