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Think Digital, Act HumanNovember 17, 2017 · 0 Comments
In the new Digital Age, the word “digital” has almost become redundant. From how we get our news, plan our trips and make purchases, just about everything is digital. It’s become the standard and, for many, the expectation. As a recent study from Ernst and Young (EY) demonstrates, the wealth management industry is no exception.
ESG is Here to StayNovember 10, 2017 · 0 Comments
ESG is attracting growing interest, particularly among millennials and women. Assets in strategies using ESG factors grew a dramatic 33% between 2014 and 2016, although they still represent a relatively small share of total investment assets. As interest grows in ESG and impact investing, offerings have increased substantially. Many organizations now offer either individual ESG
Q&A with Ken HoffmanNovember 7, 2017 · 0 Comments
This interview was conducted by Jerry Michael, President, Board Member and Co-Founder of Smartleaf. To find out more about Smartleaf and its financial technology capabilities, click here. Our President, Ken Hoffman, was recently interviewed by Jerry Michael from Smartleaf about the future of the asset and wealth management industry. They covered a wide range of real and
‘Tis the SeasonNovember 3, 2017 · 0 Comments
Photo: Starbucks.com You know what we mean, the Starbucks holiday cup season, of course. Since its introduction 20 years ago this year, the unveiling of the now iconic Starbucks holiday cup has come to be a hotly anticipated event; fraught with speculation and often debate. A leak in mid-October of what turned out to be
Are Advisors an Endangered Species?October 27, 2017 · 0 Comments
A headline on the cover of the latest edition of BISA Magazine about bank advisors caught our eye. Behind their question is the recent decline in the number of Financial Advisors working in banks and credit unions. The article proposes that short-term drivers for this drop may be increasing competition by wirehouses for reps and
Black Box Investing 2.0October 20, 2017 · 0 Comments
This past week, it was announced that a San Francisco-based tech firm, EquBot was launching the first ETF to use artificial intelligence (AI). EquBot is built on IBM Watson, a platform which rose to prominence from its highly publicized success as a robot contestant on Jeopardy. The ETF applies proprietary algorithms to Watson’s AI technology
Do you suffer from (said in a whisper) jargonitis?October 13, 2017 · 0 Comments
Let’s be honest. We’ve all fallen prey from time to time, present writer not excluded, to jargonitis (or its sister malady acronymbia). After all, who doesn’t love a good term that no one but industry insiders really understand? Adding alpha, bottom up, top down, smart beta, SMA, UMA, you name it, it all sounds impressive.
Differentiation and SurvivalSeptember 29, 2017 · 0 Comments
We’re often called on by our investment advisory clients to help them select the TAMP best suited to improve their operational efficiency and grow their businesses. These search and due diligence exercises invariably included two names, FolioDynamix and Envestnet. For firms primarily focused on model management in an open architecture format, these two have