Why Every Wealth Management Firm Needs A Chief Data Officer
“You can have data without information, but you cannot have information without data.” ― Daniel Keys Moran, American computer programmer and science fiction writer In Moran’s book The Long Run (1989), he presciently described the civilization-changing impact that a ubiquitously available Internet would bring to society. He introduced the concept of Internet addiction disorder, which […]
#ItzOnWealthTech Ep. 82: Can eMoney’s Mobile App Deliver an Incentive for Clients?
“There’s a large percentage of American households that are not being served by financial advisors. That’s where this concept of financial wellness comes into play, in helping individuals in need of advice who don’t know where to turn. Helping them to lay the foundations for a healthy financial life by understanding the key tenants and […]
#ItzOnWealthTech Ep 37: Improved Views of Industry Data with Jean Sullivan
“We’ve developed methodologies that provide our clients with views on industry data that don’t currently exist.” — Jean Sullivan, Head of Research, Ezra Group Consulting Jean Sullivan has over 15 years of industry experience. She began her career with Cerulli Associates, then went on to launch her own firm, Dover Financial Research. She patterned with […]
Stranger Things Are Happening to Financial Planning Software
Financial planning software is dead. Long live financial planning software! Everyone knows if you want to create financial plans you need a financial planning application and if you want to open accounts, trade and run compliance you need a wealth management application. That’s the way it’s always been. These two previously separate systems have recently begun […]
4 Top Financial Planning Software Apps for Advisors
Craig’s Note: When we published our first FinPlan Shootout back in 2015, we had no idea that it would become our most popular post of all time and reach Google’s first page results for financial planning software and still be there two years later. Now it’s time for an update that is bigger and better, so we’ve doubled the […]
The Top 10 WMToday Posts from 2014
At the end of every year, we compile a list of the most popular posts that were published on WM Today. It’s a great way to look back on what happened this year, and an insight-packed view of what really resonates with our readers. 10. Going Mobile: Review of AssetMark’s New iPad App As part […]
Financial Planning in 10 Minutes or Less with goalgamiPro
Origami is the Japanese traditional art of paper folding and is made up of two smaller words; “ori”, meaning to fold and “gami” meaning paper. goalgamiPro (which starts with a lowercase ‘g’) is not an ancient art form, but the name of a software product developed by Advisor Software Inc. (ASI). It is designed to […]
Which Financial Planning Software is Right For You?
This is a summary of panel discussion from the Tools and Technology Today (T3) Conference that took place February 2013 in Miami, FL. Moderator: Linda Brady, Senior VP, EnvestNet Panelists: Bob Curtis, CEO, PIETech – makers of MoneyGuide Pro Dr. Linda Strachan, Zywave – makers of NaviPlan Dr. Alex Murguia, CEO, inStream Solutions Oleg Tishkevich, Founder […]