Rogue 4-0 One: Can Robo-Platform Vestwell Help Advisors Defeat The Retirement Deathstar?
A long time ago in a galaxy far, far away… It was thought that when 401(k) plans were introduced to the universe, they would be a rebellious solution to fight the decline of company-sponsored pension plans. However, the numbers are in and they don’t look good for our heroes. According to the Bureau of Labor statistics, only […]
10 Great Ideas from IMCA 2016 Conference
The IMCA 2016 Conference claims to be the largest association gatherings of investment advisors and wealth managers in the industry. This year’s event included engaging speakers such as Michael Kitces, April Rudin and Frank Coates. Some of the session topics included optimal rebalancing strategies, understanding Millennials and improving client relationships. Here are 10 great ideas to take […]
What’s New in Portfolio Rebalancing Tools?
This is a summary from a panel discussion from the Technology Tools for Today (T3) 2015 Conference – Advisor Edition. Four of the top vendors in portfolio rebalancing software solutions were brought together to discuss the latest trends, new features and functionality and whether or not you should select an automated advisory solution or one […]
Should RIAs Use Tactical ETF Managers?
The low cost of ownership, high diversification, high liquidity and other general attributes of Exchange Traded Funds (ETF’s) are well known and have helped drive their growth and popularity. So how can a Registered Investment Advisor (RIA) take advantage of ETF’s to build diversified investment strategies for their clients? A panel discussion at the Money Management […]
What Robo Advisors Can Teach Us About Focusing on the Client
This is a summary of a TechOps Track Session titled, “Empowering Advisors: Delivering Tools that Support Today’s Client Needs” from the Money Management Institute’s 2014 Fall Solutions Conference. The discussion topic was supposed to be centered on how firms are delivering new advisor tools to help them customize solutions for different client segments. However, the […]
Active Management: Skill versus Luck
This is a summary of a panel discussion from the MMI 2013 Spring Convention held in NYC on April 22-24. Moderator: John Thompson, Partner, Head of Investment Solutions, Hewitt EnnisKnupp Panelists: Ed Foley, Director, Dimensional Fund Advisors Brian Hansen, President & COO, Confluence Investment Management Robert G. Smith, President & CIO, Sage Advisory Services According […]
Risk Management for Financial Advisors Made Easy
“Living at risk is like jumping off a cliff and building your wings on the way down.” ― Ray Bradbury “Risk comes from not knowing what you’re doing.” ― Warren Buffett It often seems that the world has been just lurching from one crisis to the next, playing havoc with buy and hold strategies and modern portfolio […]
The Wizards of ETFs – Behind the Curtain (2/2)
This is a review of a session from the Money Management Institute’s 2012 Fall Solution Conference. This is part two of a two-part series. You can read part one here. Moderator: Benjamin T. Fulton, Managing Director of Global ETFs, Invesco Powershares Capital Management, LLC Panelists: Sam Turner, Director of Large Cap Portfolio Management at Riverfront […]
