What’s in Your Digital Strategy?

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Back in 2008, the first robo advisors entered the scene to little fanfare amidst a financial crisis and a deep bear market. At first, many industry experts scoffed at their ability to make any headway into wealth management, based on the novelty of thinking that investors would ever delegate the management of their investments to a website.
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Posted in Advisors, Asset Managers, Technology, Wealth Management

Client Spotlight: Williams Jones Solves Technology Puzzle with SS&C Advent

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Like many independent advisory firms, Williams Jones has grown in part by bringing on experienced portfolio managers with established books of client business. Some of those advisors, however, brought along the software they were accustomed to using in their prior jobs, making for a complicated technology puzzle. “It was very fragmented,” recalls Hoa Le, the firm’s Managing Director of Operations and Technology. “Williams Jones recognized the need to put everyone on the same platform if we wanted to grow and manage our business effectively.”
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Posted in Advent News, Advent Software, Asset Managers, Technology, Wealth Management

Are times set to change with fee-based compensation?

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Much has been written and researched this past year on how advisors price their services, which is raising strategic questions not only from the advisory industry, but also from the investing public as to what they are actually getting from their advisor for the compensation they are paying.

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Our Most-Read Blog Posts of 2016

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As we close out the year, we’re sharing our most-read blog posts from the past 12 months. Here’s the list from 2016, arranged in chronological order. We’re looking forward to seeing you back here on the blog next week.

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Posted in Advent News, Asset Managers, Regulation, Compliance, and Security, Traditional and Alternative Asset Management, Trends, Wealth Management and Financial Planning

Broaden Your Horizons for Smarter Growth

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An increasingly tough domestic, regional and global regulatory ecosystem. Sustained margin pressures. Changing client service demands. Heightened competition. And now country leader and political uncertainty.

These are interesting times for the UK’s wealth managers, especially smaller players.

To grow in this environment, firms will need to find ways to broaden their horizons, yet without increasing complexity and overheads.
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Posted in Advisors, Asset Managers, Trends, Wealth Management, Wealth Management and Financial Planning

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