Categories
9 Questions on Artificial Intelligence for Wealth Management

9 Questions on Artificial Intelligence for Wealth Management

Posted by on Aug 28, 2017 in Conference Summaries, Technology

“I believe that by the end of the century, the use of words will have been altered so much that one will be able to speak of machines thinking without expecting to be contradicted.” ― Alan Turing, English mathematician, computer scientist and cryptologist, from Computing Machinery and Intelligence The foundation of AI started back in 1950 […]

Can Adhesion's Robo-Advisor Platform Attract Top Gun RIAs?

Can Adhesion's Robo-Advisor Platform Attract Top Gun RIAs?

Posted by on Apr 3, 2016 in Industry Analysis

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 […]

Envestnet Advisor Summit 2015 Fast Twitter Recap – Day 1

Envestnet Advisor Summit 2015 Fast Twitter Recap – Day 1

I’m here is sunny Chicago, enjoying the unusually nice weather, deep dish pizza and Goose Island beer, while attending the Envestnet Advisor Summit 2015.  This is a quick overview of some of the key information presented during the first day of conference. Follow us on Twitter to get live updates from the next two days […]

MMI 2015 Annual Convention Quick Twitter Recap

MMI 2015 Annual Convention Quick Twitter Recap

Posted by on Apr 25, 2015 in Conference Summaries

The theme for the Money Management Institute’s 2015 Annual Convention in Charlotte, NC was “Leadership Challenges in a Period of Fast-Paced Industry Transition”.  This was well-timed considering the whirlwind of changes that have occurred over the past year. The attendees were a good mix of asset managers, sponsors and vendors that led to some lively […]

Bill Harris Takes a Dive at MMI During His Personal Capital Promotional Tour

Bill Harris Takes a Dive at MMI During His Personal Capital Promotional Tour

Posted by on Oct 28, 2014 in Conference Summaries

Bill Harris was running late.  The CEO of Personal Capital had agreed to be part of the advisor technology panel at the Money Management Institute’s 2014 Fall Solutions Conference.  It was already past 12:30pm, when the panel was scheduled to begin and Bill had not yet arrived.  He had gotten stuck in traffic on his […]

The Wizards of ETFs – Behind the Curtain (1/2)

Posted by on Nov 19, 2012 in Conference Summaries

This is a summary of a session from the Money Management Institute’s 2012 Fall Solution Conference entitled ETFs: To Develop or Not Develop?  This is part one of a two-part series.  You can jump to part two by clicking here. Moderator: Benjamin T. Fulton, Managing Director of Global ETFs, Invesco Powershares Capital Management, LLC Panelists: […]

LPL Strives to Improve RIA Practice Efficiency

Posted by on Jun 23, 2011 in Conference Summaries

This post is a summary of a session from the MMI’s 2011 Annual Convention: In 2010, LPL Financial grew the AUM on its hybrid RIA platform from $7.3 billion to $13.5 billion, an 85% jump. One of the main drivers that is attracting independent brokers is LPL’s ability to improve practice efficiency. This point was […]