Envestnet Expands Their TAMP Empire with FolioDynamix Deal
When the same football team keeps winning the Super Bowl or the same baseball team keeps winning the World Series, everyone gets used to hearing the same teams names mentioned every year. The same might be true for acquisitions in the wealth management technology space. For the past few years, the name behind much of the […]
Can Retail Model Marketplaces Challenge TAMPs for Assets?
This article is the second in our series on the tools and technologies that help connect asset managers to their distribution networks. Whether they are called hubs, exchanges or marketplaces they have a wide variety of functionality and business models and they all share one key feature; ability to transmit managers’ investment models to sponsor […]
7 Model Hubs Battle for SMA Managers & Sponsors
The era of the model hub as a standalone product has arrived. With the launch of model hubs like InvestEdge’s MMxCHANGE, Vestmark’s Manager Marketplace and the soon-to-be released Money Management Institute’s (MMI) Model Hub (the Hub of Hubs), model hubs have moved from internal-only tools that took a back seat to portfolio management and trading and have become […]
4 Secrets of Successful RIA Rollups
Whether you call them RIA consolidators, aggregators or roll-ups, they are all fighting toward the same goal: keeping their advisors happy and growing their assets. Yet how they got their their current size and how they plan to keep growing is a story that often gets overlooked. Three successful RIA rollups recently appeared on stage […]
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 […]
The Hidden Secrets of Portfolio Rebalancing by Michael Kitces
Rebalancing is a word that advisors know all too well. With so much already written about portfolio rebalancing software and strategies, what is it about the subject that fills a conference room to capacity? That is what I was wondering while sitting in the audience at the IMCA’s 2016 conference, waiting for Michael Kitces to take the stage and […]
Will Top Gun RIAs Flock to Adhesion’s Robo-Advisor Platform?
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 […]
Dead Robo Walking: Why Wealthfront is Doomed
As recently as last summer, Adam Nash, CEO of roboadvisor Wealthfront, was boasting about his firm’s rapid growth and how they could soon replace ‘traditional’ financial advisors. How fast the world changes in just a few months. In an article in InvestmentNews, Alessandra Malito reported that Wealthfront’s AUM growth slowed to a crawl by the end of last year: Wealthfront, which […]
