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Wealth Management Today: Client relationships take center stage

The wealth management industry in North America is undergoing a significant transformation. New options such as robo-advisors, increased scrutiny of fees, and evolving compliance requirements are among the many drivers of this change. Financial advisors and their firms need to

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Posted in Wealth Management and Financial Planning

The Case for Social Advisors

The one thing we know to be true about success in wealth management is that success is grounded in relationships. Despite the hype around robo advisors and the big technology disruptions that ebb and flow, people with more complex portfolios

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Posted in Advisors, Social Media, Technology, Wealth Management and Financial Planning

The final mile of advisor technology

As advisor technology continues to grow and evolve with the latest technologies and innovation, advisors face a constant game of catch up. What was cutting-edge only a few years ago is now often a dated application that doesn’t integrate with

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Posted in Advisors, Black Diamond Performance Reporting, Technology, Wealth Management and Financial Planning

Wealth Managers Split on Robo-Advice

Robo-advisors are “arguably the most disruptive trend the wealth management industry has ever seen,” according to the latest WealthBriefing/SS&C Advent Technology & Operations Trends survey[1]. Should wealth managers feel threatened by these often low-cost providers, or embrace the technology and

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Posted in Wealth Management

Consolidated Reporting Offers a Path to Happier Clients

It’s a common problem. Wealth management clients want a complete and up-to-date view of their overall financial situation so they can make smart, holistic decisions about their portfolios. Yet firms often lack the necessary data to give them a full

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Posted in Advent Software, Technology, Traditional and Alternative Asset Management, Trends, Wealth Management, Wealth Management and Financial Planning

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