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How Technology Enabled Model Marketplaces to Take Off

How Technology Enabled Model Marketplaces to Take Off

It seems as though every wealthtech vendor and custodian has launched their own model marketplace. It’s gotten to the point where I’m expecting to see model offerings at the drive thru at Dunkin Donuts one day soon. According to research from Cerulli, 80% of all financial advisors use some type of model portfolios in their […]

7 Impressions from the Orion Advisor Conference

7 Impressions from the Orion Advisor Conference

Posted by on Sep 9, 2018 in Conference Summaries

Back when Orion Advisor Services’ CEO Eric Clark was still working for his father’s RIA, I’ll bet he never imagined that one day he would be on stage in front of 700+ clients, partners and staff of his own company. And on his birthday, to top it all off. Yet this very scenario played itself […]

Acorns: We’re Not Just Gathering Assets, We’re Building a Brand

Acorns: We’re Not Just Gathering Assets, We’re Building a Brand

Posted by on Jul 1, 2018 in Conference Summaries

“Acorns is not in the asset accumulation business. We are building a consumer brand that sells financial products.” — Manning Field, Chief Commercial Officer, Acorns Some companies have a mission statement and some have a corporate vision while others have both. At Acorns, the micro-investing app, they have a mantra. Inspired by the mighty oak […]

Will AI be an Advisor’s Best Friend or Worst Nightmare?

Will AI be an Advisor’s Best Friend or Worst Nightmare?

Over the next decade, artificial intelligence (AI) and other emerging technologies will have a tremendous impact on the human labor market. So much so that AI could render nearly half of all US occupations obsolete. In fact, we can expect 65% of today’s college graduates to one day be working in jobs that do not […]

9 Questions on Artificial Intelligence for Wealth Management

9 Questions on Artificial Intelligence for Wealth Management

Posted by on Aug 28, 2017 in Conference Summaries, Technology

“I believe that by the end of the century, the use of words will have been altered so much that one will be able to speak of machines thinking without expecting to be contradicted.” ― Alan Turing, English mathematician, computer scientist and cryptologist, from Computing Machinery and Intelligence The foundation of AI started back in 1950 […]

Can Adhesion's Robo-Advisor Platform Attract Top Gun RIAs?

Can Adhesion's Robo-Advisor Platform Attract Top Gun RIAs?

Posted by on Apr 3, 2016 in Industry Analysis

One of the biggest trends in wealth management over the past year has been the slew of new products designed to help RIAs launch their own digital advisory channels.  Every vendor in the space has realized that they need to be able to check off the robo-platform box when they get an RFP from a prospective client. Adhesion […]

Envestnet Advisor Summit 2015 Fast Twitter Recap – Day 1

Envestnet Advisor Summit 2015 Fast Twitter Recap – Day 1

I’m here is sunny Chicago, enjoying the unusually nice weather, deep dish pizza and Goose Island beer, while attending the Envestnet Advisor Summit 2015.  This is a quick overview of some of the key information presented during the first day of conference. Follow us on Twitter to get live updates from the next two days […]

MMI 2015 Annual Convention Quick Twitter Recap

MMI 2015 Annual Convention Quick Twitter Recap

Posted by on Apr 25, 2015 in Conference Summaries

The theme for the Money Management Institute’s 2015 Annual Convention in Charlotte, NC was “Leadership Challenges in a Period of Fast-Paced Industry Transition”.  This was well-timed considering the whirlwind of changes that have occurred over the past year. The attendees were a good mix of asset managers, sponsors and vendors that led to some lively […]

Bill Harris Takes a Dive at MMI During His Personal Capital Promotional Tour

Bill Harris Takes a Dive at MMI During His Personal Capital Promotional Tour

Posted by on Oct 28, 2014 in Conference Summaries

Bill Harris was running late.  The CEO of Personal Capital had agreed to be part of the advisor technology panel at the Money Management Institute’s 2014 Fall Solutions Conference.  It was already past 12:30pm, when the panel was scheduled to begin and Bill had not yet arrived.  He had gotten stuck in traffic on his […]

The Wizards of ETFs – Behind the Curtain (1/2)

Posted by on Nov 19, 2012 in Conference Summaries

This is a summary of a session from the Money Management Institute’s 2012 Fall Solution Conference entitled ETFs: To Develop or Not Develop?  This is part one of a two-part series.  You can jump to part two by clicking here. Moderator: Benjamin T. Fulton, Managing Director of Global ETFs, Invesco Powershares Capital Management, LLC Panelists: […]