Ep. 125: The Holy Grail of Platform Consolidation with Anton Honikman, MyVest

“If you think about platform consolidation, maybe you think about platform consolidation in terms of the abstraction layer. So you can still keep the trust accounting platform and the agency platform intact and use the managed accounts program, unified technology as a means of spanning those. And that is hard again, but it does provide […]

#ItzOnWealthTech Ep. 65: Don’t Let Your Fintech Become a One-Trick Pony with David Lyon

“We weren’t the only ones that identified this challenge facing advisors, but it was important when we were designing our marketplace so that it wouldn’t become a one-trick pony. It wasn’t just putting a bunch of strategist models on a shelf to make it easy for advisors to adopt into their practice. That’s a component, […]

Advisor-Managed Portfolios Knocked Out by Home Office Performance – Cerulli

advisor-managed portfolios

“I never attempt to make money on the stock market. I buy on the assumption that they could close the market the next day and not reopen it for five years.” — Warren Buffett,┬áChairman and CEO of Berkshire Hathaway Warren Buffett is probably the best known investor on the planet and the high priest of […]