Who Can You Trust When Buying Portfolio Rebalancing Software?
“As you all know, first prize is a Cadillac Eldorado. Second prize is a set of steak knives. Third prize is you’re fired.” — Alec Baldwin as Blake in Glengarry Glen Ross No one likes high pressure salesmen, no matter what they’re selling. Whether it’s a car, a cell phone or computer software, you […]
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 […]
The Hidden Secrets of Portfolio Rebalancing by Michael Kitces
Rebalancing is a word that advisors know all too well. With so much already written about portfolio rebalancing software and strategies, what is it about the subject that fills a conference room to capacity? That is what I was wondering while sitting in the audience at the IMCA’s 2016 conference, waiting for Michael Kitces to take the stage and […]
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 […]
7 Key Trends from the TD Ameritrade Conference – Day 2
TD Ameritrade’s annual advisor conference always provides an interesting glimpse into future trends in financial technology. The firm’s agnostic approach to technology means that its advisors have access to a wide variety of established and emerging solutions. National LINC 2016 brought a wide range informative and entertaining sessions. Digital channels, social media and tech tips from […]
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 […]
What’s New in Portfolio Rebalancing Tools?
This is a summary from a panel discussion from the Technology Tools for Today (T3) 2015 Conference – Advisor Edition. Four of the top vendors in portfolio rebalancing software solutions were brought together to discuss the latest trends, new features and functionality and whether or not you should select an automated advisory solution or one […]