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8 Cool Tamarac Updates from the Envestnet Advisor Summit 2018

8 Cool Tamarac Updates from the Envestnet Advisor Summit 2018

Posted by on May 22, 2018 in Conference Summaries

Creole cuisine, bead necklaces and Saints football at the Metrodome are three things that I come to my mind when I think of New Orleans. But last week, my thoughts were firmly focused on the Envestnet Advisor Summit, which was held in The Big Easy for the first time. With over 1,500 attendees, Envestnet’s client conference […]

Stranger Things Are Happening to Financial Planning Software

Stranger Things Are Happening to Financial Planning Software

Posted by on Mar 25, 2018 in Financial Planning

Financial planning software is dead. Long live financial planning software! Everyone knows if you want to create financial plans you need a financial planning application and if you want to open accounts, trade and run compliance you need a wealth management application. That’s the way it’s always been. These two previously separate systems have recently begun […]

7 Game-Changers from the T3 Advisor Conference

7 Game-Changers from the T3 Advisor Conference

Posted by on Feb 12, 2018 in Conference Summaries

Industry focus. Relentless focus on gathering knowledge. A burning desire to stay up-to-date on the latest technology trends in wealth management. These are all of the reasons that I spent the week in Fort Lauderdale attending the T3 Advisor Conference and did not go home early to be at the Eagles Super Bowl Parade. Forty years […]

4 Top Financial Planning Software Apps for Advisors

4 Top Financial Planning Software Apps for Advisors

Posted by on Oct 25, 2017 in Financial Planning

Craig’s Note: When we published our first FinPlan Shootout back in 2015, we had no idea that it would become our most popular post of all time and reach Google’s first page results for financial planning software and still be there two years later.  Now it’s time for an update that is bigger and better, so we’ve doubled the […]

Oranj Leapfrogs Robo-Platforms With TradeWarrior Acquisition

Oranj Leapfrogs Robo-Platforms With TradeWarrior Acquisition

Posted by on Apr 24, 2017 in Industry Analysis, Technology

It is a great time to be an independent RIA.  At least when it comes to technology.  There seems to be an endless supply of tools for automating, optimizing and generally improving the efficiency of an advisory firm’s operations. This is especially true in what we like to call the robo-platform or digital advice space.  Innovative companies […]

3 Updates to Tamarac Integration Partners that RIA’s Will Love

3 Updates to Tamarac Integration Partners that RIA’s Will Love

Posted by on Feb 15, 2017 in CRM

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 […]

Is Finance Logix The Right Financial Planning Software For You?

Posted by on Jul 17, 2016 in Financial Planning

Britain voting to leave the EU.  ISIS terrorists attack Orlando and France.  An attempted military coup in Turkey. Donald Trump.  There’s no shortage of news these days that can scare investors into a panic. Smart financial advisors know that the best way to keep their clients from panicking is to have them buy-in to a comprehensive financial plan. […]

The 5 Best Ideas from the 2016 T3 Advisor Conference

Posted by on Feb 14, 2016 in Conference Summaries, Technology

Industry conferences are like cramming for a test when you were in school.  You have only a few days to stuff as much information as possible into your head and hope you remember one or two key points to when you get back home. The 2016 T3 Advisor Conference, which was held this year in […]

Top Ten WMToday Posts from 2015

Top Ten WMToday Posts from 2015

Another exciting year in wealth management has passed and it seemed like a whirlwind of activity right up until December 31st.  We covered a wide range of topics from risk tolerance and financial planning software to robo-advisors and the biggest M&A deals.  But what are the top ten WMToday posts from 2015?  These are the ten most popular posts […]

Figlo Swings for the Fences Against Financial Planning Software Heavyweights

Figlo Swings for the Fences Against Financial Planning Software Heavyweights

Posted by on Dec 6, 2015 in Financial Planning, Software Review

Earlier this year, we held a financial planning software throwdown here at Wealth Management Today between eMoney Advisor and MoneyGuidePro—two of the most popular financial planning applications on the market. We scored both packages on a five-point scale in seven categories: user experience, client portal, planning, analytics and reporting, integrations, security and cost. Both tools scored […]