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5 Dynamic Content Ideas to Attract Financially Fragile Millennials

5 Dynamic Content Ideas to Attract Financially Fragile Millennials

Posted by on Jul 27, 2016 in Conference Summaries

Millennials have long presented a puzzle to financial advisors, and for good reason. On the one hand, we have a 75-million strong generation that is better educated, more diverse and more active than its predecessors. On the other hand, much of the Millennial crowd is not all that appealing to a traditional financial advisor. According […]

10 Great Ideas from IMCA 2016 Conference

10 Great Ideas from IMCA 2016 Conference

Posted by on Apr 20, 2016 in Conference Summaries

The IMCA 2016 Conference claims to be the largest association gatherings of investment advisors and wealth managers in the industry.  This year’s event included engaging speakers such as Michael Kitces, April Rudin and Frank Coates.  Some of the session topics included optimal rebalancing strategies, understanding Millennials and improving client relationships. Here are 10 great ideas to take […]

3 Tips For Wealthfront to Avoid Running Out of Gas

3 Tips For Wealthfront to Avoid Running Out of Gas

Posted by on Apr 12, 2016 in Industry Analysis

Wealthfront finds itself facing a cloudy future as its fifth anniversary nears, thanks to the dust that its bigger rivals, Vanguard and Schwab, and its disruptive competitor, Betterment, are leaving in their wake. The robo-advisor just announced a collection of new features that they hope will right the ship and get their asset growth back on […]

7 Key Trends from the TD Ameritrade Conference – Day 2

7 Key Trends from the TD Ameritrade Conference – Day 2

Posted by on Feb 7, 2016 in Conference Summaries, Technology

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 […]

MMI Fall 2015: Conference Summary – Day 1

MMI Fall 2015: Conference Summary – Day 1

Posted by on Oct 26, 2015 in Conference Summaries

It is already a month into Fall, but you would never know it from the weather in midtown Manhattan today.  It was 75 degrees and sunny.  Unfortunately, I wasn’t able to go outside and work on my tan since I was busy attending the Money Management Institute’s 2015 Fall Solutions Conference at the Grand Hyatt Hotel. The […]

Jemstep Advisor Pro Helps Convert Robo Prospects into Clients

Jemstep Advisor Pro Helps Convert Robo Prospects into Clients

Posted by on Sep 21, 2015 in Software Review, Technology

While some robo-advisor firms are making news by being acquired or spending their VC dollars on flashy marketing campaigns, some companies prefer to stay low-key and build their businesses the old fashioned way; by providing innovative solutions that add value for clients. Jemstep falls squarely into the latter category.  While they began as a direct […]

Can The Power of the Crowd Disrupt Financial Advice?

Can The Power of the Crowd Disrupt Financial Advice?

Posted by on Jul 19, 2015 in Conference Summaries

The uncanny accuracy of crowdsourcing has been well-documented by both government and private research.  The ability of average people to predict the likelihood of future events when their insights are aggregated together outstrips the results of even the best professional analysts. Two startups want to harness the power of the crowd to disrupt investing and possibly the entire […]

InVest 2015 Conference: Fast Twitter Recap – Day 1

InVest 2015 Conference: Fast Twitter Recap – Day 1

Posted by on Jun 19, 2015 in Conference Summaries, Technology

This is my summary of day 1 of the In|Vest 2015 Conference.  This is the first year for this conference and they are targeting a wide audience, at least beyond what I see at other wealth management events. Their goal was to bring together traditional wealth management firms, retail and private banks with enterprise technology and service providers, digital advisory and […]

Can Client-Directed UMA’s Help Defend Against Robo-Advisors?

Can Client-Directed UMA’s Help Defend Against Robo-Advisors?

Posted by on May 26, 2015 in Industry Analysis, News

“Without change there is no innovation, creativity, or incentive for improvement. Those who initiate change will have a better opportunity to manage the change that is inevitable.” — William Pollard, Physicist The rate of change and innovation in the wealth management industry has been tremendous over the past few years. Technology-heavy, online registered investment advisors […]

Why Demographic Differences Define How Advisors Should Talk to Clients

Why Demographic Differences Define How Advisors Should Talk to Clients

“If I had dropped out of college when I was a freshman, I would be a billionaire now. But my mother forced me to finish my education, so now I’m only a millionaire.” — Andrew Mason, Founder and former CEO of GroupOn This quote was provided by Marilyn Moats Kennedy, CEO of Moats Kennedy Inc., […]