Top 10 WMToday Posts from 2018
From Wealth Management AI, Winners of WealthTech, Conference Summaries and Stranger Things in the wealth management technology and digital banking industry, here are the top ten posts of 2018.
What If RoboAdvisors Gave Away Financial Planning?
Bill Gates made a splash recently with a controversial statement about how to deal with the impact of technology on the job market. He proposed a new tax on companies that install robots to replace human workers. His logic is that a tax will reduce the pace of automation and the money raised would be used for retraining […]
How Risk Tolerance Software Is Disrupting Wealth Management
What is the internal force that pushes people to try and solve a problem that almost no one else realizes is even there? How does building a better mousetrap go from unrealistic idea to working software to a revenue-generating business? And how do we know if it something we even need? This process has already occurred with risk […]
The Battle for the RIA Technology Integration Hub
“Everybody wants to rule the world” — Tears for Fears, Songs from the Big Chair, 1985 The fight for control of the RIA technology integration hub is well underway as the first quarter of 2015 comes to a close. Vendors have been marshaling their forces to grab this critical territory on the advisor’s desktop; the […]
Fast Twitter Recap of T3 Conference Dallas 2015 – Day 2
Here’s a lightning fast overview of Day 2 of the Technology Tools for Today (T3) Conference – Advisor Edition from Dallas based on selected Twitter posts (with the #T32015 hashtag) as a guide. I’ll be diving into more detail on a bunch of these sessions in the near future. But I wanted to get this […]
Which CRM is Right for You? Envestnet|Tamarac’s Advisor CRM
Some of the most popular posts on this blog come from two series of articles: Which Portfolio Rebalancing Software is Right for You? and Which Financial Planning Software is Right For You? Adding to this trend, I’m launching a new series called, Which CRM Software is Right for You? In it, I will be reviewing Customer Relationship […]
Is WealthTrace the Right Financial Planning Software for You?
“If we command our wealth, we shall be rich and free; if our wealth commands us, we are poor indeed.” — Edmund Burke The market for financial planning software has exploded over the past five years with new entrants bringing innovative approaches for managing client’s wealth and planning their retirement. As part of my series on […]
iPad App Review: goalGetter
This is a review of the goalGetter iPad app from ASI Advisor Software. goalGetter is a personal financial planning app targeted at the end investor. It is a very simple tool designed to help plan for large financial events. It’s easy to use with a clean, intuitive layout that allows you to drag and drop to […]