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Thought Leadership

Is BlackRock-Envestnet Deal a Tipping Point for Lite Financial Planning?

Is BlackRock-Envestnet Deal a Tipping Point for Lite Financial Planning?

Posted by on Dec 7, 2018 in Financial Planning, News, Technology

What’s the best way to get financial planning functionality into the hands of more advisors? Standalone  applications, like MoneyGuide Pro and eMoney Advisor, or “lite”financial planning functionality built directly into wealth management platforms? This tug-of-war has been going on for the past few years and it looks as though we might have reached a tipping point. BlackRock […]

The Secret Sauce in the Top 6 Client Onboarding Vendors

The Secret Sauce in the Top 6 Client Onboarding Vendors

Posted by on Nov 25, 2018 in Technology

There is a huge difference in scale between JP Morgan, the largest US retail bank with over $2 trillion in assets, and a small community bank like the Bank of Ontario, which is just shy of $50 million in assets.  They differ in almost every aspect including number of customers, branches, lines of business and global […]

The 3 Deadly Sins Advisors Must Avoid to Grow Their Business

The 3 Deadly Sins Advisors Must Avoid to Grow Their Business

Posted by on Nov 14, 2018 in Practice Management

“Clients aren’t hiring advisors so they can make 1% less per year.” — Ron Carson, CEO, Carson Group This is one of my favorite quotes of the year and a terrific behavioral nudge for advisors to keep looking for ways to increase the value they provide to clients. They should be shown how they are […]

Beam Me Up, Scotty! Orion Enterprise Warps Into a Next Generation TAMP

Beam Me Up, Scotty! Orion Enterprise Warps Into a Next Generation TAMP

Posted by on Nov 7, 2018 in TAMPs

When I first heard the news that NorthStar Financial was acquiring FTJ FundChoice (“FTJ”) and merging it with their subsidiary, Orion Advisor Services, I thought it was a terrific move.  Orion had been slowly moving up the value chain and pitching to larger clients, like broker-dealers and banks, but losing them to market leader Envestnet.  The addition […]

10 Transformational Trends from the T3 Enterprise Conference

10 Transformational Trends from the T3 Enterprise Conference

Posted by on Oct 29, 2018 in Conference Summaries

The high rollers were out, in Las Vegas last week, laying down their bets and placing wagers on contestants in high stakes games. Except these players were going all in on wealth management technology at the T3 Enterprise Conference, which was held for the second year in a row at the Cosmopolitan Hotel. #T32018 It is going […]

99 Takeaways from the Riskalyze Fearless Investing Summit 2018

99 Takeaways from the Riskalyze Fearless Investing Summit 2018

Posted by on Oct 21, 2018 in Conference Summaries

If there is one other thing that Aaron Klein does well, besides building a successful software company, it’s running a conference. Last year’s client conference in Lake Tahoe was a smashing success, so expectations were high for tThe Riskalyze Fearless Investing Summit 2018 held in San Antonio, TX. We really shouldn’t have been worried at […]

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