18 Enlightening Fintech Demos from In|Vest 2019
“A picture is worth a thousand words. An interface is worth a thousand pictures.” — Ben Shneiderman, American Scientist If an interface is worth 1,000 pictures, then the eighteen product demos we were treated to at the InVest 2019 Conference, which was held at the New York Marriot Marquis, were worth 18,000 pictures, which would […]
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 […]
Too Digital to Fail: InVest 2015 Conference – Day 2 Summary
While the first day of the In|Vest 2015 Conference was devoted to startups and their potential to disrupt the traditional financial services landscape, day two turned the tables and gave the too-big-to-fail banks and other large wealth management firms a chance to show off their digital mojo and explain why they won’t be the ones to become disrupted. After […]
Top 10 Most Popular Posts from 2013
What were the most popular WM Today posts from 2013? Portfolio rebalancing, financial planning and anything mobile were big draws last year. Here are the top 10 according to stats from WordPress: 10. 5 Ways a Web Portal Can Excite Your Clients This summary from the fantastic Technology, Tools & Today (T3) conference highlights how software […]
Which Portfolio Rebalancing Software is Right for You? Smartleaf’s Response
I recently posted a summary of the Portfolio Rebalancing Software Panel from the Tools and Technology Today (T3) Conference that took place in Miami back in February 2012. The responses from the four vendors were very informative and I thought it would be interesting to hear from a few other vendors who couldn’t be part […]
FundFire: Bank of Hawaii Launches $2B UMA Program
Article published on Fundfire on August 12, 2010 By Tom Stabile The Bank of Hawaii is the latest wealth management outfit to ride the unified managed account wave, unveiling a new program that opens the door to third-party separately managed account managers for the first time. The Honolulu-based bankexpects to shift more than $2 billion of its $6.6 billion in client assets over […]
