Categories
iPad App Review: goalGetter

iPad App Review: goalGetter

Posted by on May 9, 2012 in Software Review

This is a review of the goalGetter iPad app from ASI Advisor Software. goalGetter is a personal financial planning app targeted at the end investor.  It is a very simple tool designed to help plan for large financial events.  It’s easy to use with a clean, intuitive layout that allows you to drag and drop to […]

Empowering Consumers in the Digital Age – Part 2

Empowering Consumers in the Digital Age – Part 2

Posted by on May 8, 2012 in Conference Summaries

This is a summary of a panel session from the Fiserv Spring 2012 Client Conference and is part 2 of a two part series.  You can read Part 1 here. Moderator: Don MacDonald, Executive VP & Chief Marketing Officer, Fiserv Panelists: Benny Higgins, CEO, Tesco Bank Jonathan Carson, CEO Digital Nielsen – leads their digital business since they acquired his company, BuzzMetrics, […]

Empowering Consumers in the Digital Age – Part 1

Empowering Consumers in the Digital Age – Part 1

Posted by on May 1, 2012 in Conference Summaries

This is a summary of a panel session from the Fiserv Spring 2012 Client Conference and is part 1 of a two part series. Moderator: Don MacDonald, Executive VP & Chief Marketing Officer, Fiserv Panelists: Benny Higgins, CEO, Tesco Bank Jonathan Carson, CEO Digital Nielsen – leads their digital business since they acquired his company, BuzzMetrics, in 2007. Debra Hopkins, […]

High Growth Solutions for Models Only Programs

High Growth Solutions for Models Only Programs

Posted by on Apr 19, 2012 in Conference Summaries

This post is a summary of a panel from the MMI Tech & Ops Conference. Moderator: Hereen Pathak, CTO, Vestmark Panelists: Tom Huddleston – SVP, Natixis Asset Management. Elba Cruz – Director of Overlay Portfolio Management, Morgan Stanley Smith Barney Andrew Rose – VP, Redi2 Technologies Josh Mayer – EVP, Managing Director Operations, EnvestNet. 13F/13G […]

RIAs Take Advantage of Discretion to Launch UMAs and Improve Efficiency

Posted by on Apr 11, 2012 in Conference Summaries

This is a summary from a session of the MMI Tech and Ops Conference with a panel made up of Registered Investment Advisors (RIAs).  The discussions centered around the use of Unified Managed Accounts (UMAs) and the advantages of discretionary versus non-discretionary accounts. Moderator: Roger Paradiso, Director/CIO, Managing Director, Morgan Stanley Smith Barney Panelists: Dan Sherman, […]

Merrill Tailors Mobile Tools to Advisor Demand

Posted by on Mar 22, 2012 in News

From an article published on March 22, 2012 by Tom Stabile Merrill Lynch has shaped a rolling development strategy to consistently upgrade functionality on mobile devices for its advisors and wealth management clients – an approach that eventually should lead to the ability to construct portfolios and execute trades on tablet computers. The focus on keeping an […]

Ten Ideas for Advisory Business Success from Mark Tibergien – Part 2

Posted by on Mar 14, 2012 in Conference Summaries

This post is a summary of a session from the MMI 2011 Fall Solutions Conference.  It is part 2 of a 2 part series.  You can read part one by clicking here. The speaker for this session was Mark Tibergien, Chief Executive Officer of Pershing Advisor Solutions, a BNY Mellon company. 6. Don’t Forget About […]

Rep as PM: The Inside Scoop – Part 2

Rep as PM: The Inside Scoop – Part 2

Posted by on Jan 26, 2012 in Conference Summaries

This post is a summary of a session from the MMI 2011 Fall Solutions Conference that was held in NYC. It is part 2 of a 2 part series. Click here to read Part 1. Moderator: Marc Zeitoun, Managing Director, Head of Distribution, Rydex/SGI Panelists: Jay Link, Managing Director, Managed Solutions Group, Merrill Lynch Peter […]

Diversify, Diversify, Diversify – 3 Ways to Help Advisory Products Succeed in Volatile Markets

Diversify, Diversify, Diversify – 3 Ways to Help Advisory Products Succeed in Volatile Markets

Posted by on Jan 13, 2012 in Conference Summaries

“How can clients improve diversification in their portfolios?” was the question Roger Paradiso posed to those attending this session at the MMI Tech and Ops Conference 2011.  Client’s portfolios aren’t performing as expected and their needs aren’t being met, he said, they are looking for solutions. The recent rise in volatility in the market, he explained, combined with the […]

A Manager’s Guide to Breaking into Sponsor Platforms

Posted by on Nov 29, 2011 in Conference Summaries

“Uncovering Managers in Today’s Crowded Market: Accessing the Platform” was one of the sessions from the MMI 2011 Fall Solutions Conference.  This post is a summary of that session. Speakers: Thomas Latta – Global Head of Traditional Due Diligence, Bank of America Merrill Lynch, leading the traditional asset class due diligence teams (35-40 people), both […]