Assetmark’s WealthBuilder is a Next Level Technology Experience for Advisors
“[We] can see the writing on the wall. The real debate is not over whether to run, but over how far and how fast.” — Charles Stross, British writer Asset managers have seen the writing on the wall. It’s not enough to just push products and expect to continue gather assets. Advisors’ expectations are increasingly […]
20 Questions That Were Answered at the Family Wealth Report Summit 2019
“The Only Thing That Is Constant Is Change.” ― Heraclitus, Greek philosopher, c.535 – c.475 BCE The private wealth management industry is constantly evolving. Single family offices (SFO’s), multi-family offices (MFO’s) and the private banks of large wealth management firms are all vying for control of the assets of an ever-growing community of increasingly wealthy […]
Beyond the Style Box: SMAs and Model Portfolios
This is a summary of a panel discussion from the MMI 2013 Spring Convention held in NYC on April 22-24. Moderator: Mark Thomas, SVP, Head of Managed Accounts, PIMCO Panelists: Brian Bono, Chief Investment Strategist, Investment Strategy Unit, SEI Investment Company Russell W. Tipper, Director, Head of Third Party Platforms, Merrill Lynch Fred Gaskin, Managing […]
Operational Hurdles for Advisory Solutions – Part 1
How does the regulatory environment look from a technology and operations perspective? Recently, there was a surprise SEC ruling on uniform fiduciary standards that’s caused a lot of concern on the broker-dealer side about what it means for their reps to be fiduciaries. Also, RIAs will have some of the same requirements for data retention […]
Why Bother Using an SMA Outsourcer?
This post is a summary of a session from the FRA’s 8th Annual Managed Accounts Summit. According to a recent report by the Tower Group, the use of “cloud services” will become mainstream by 2015, stated Seth Johnson, CEO & Co-Founder, Redi2 Technologies. They will slowly evolve into public utilities that integrate traditional licensed software, augmented […]
