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 […]
5 Reasons Why the Envestnet Acquisition of Yodlee Was Brilliant
In case you’ve been living under a rock for the past week, Envestnet shelled out almost $600 million to purchase data aggregator Yodlee. The reverberations from this deal are still making their way across the industry. After spending about a year talking about licensing deals and partnerships, Envestnet CEO Jud Bergman came to the conclusion that Yodlee’s […]
The Best of Both Worlds: Portfolio Rebalancing + Best Execution = Blaze Portfolio
“Innovation distinguishes between a leader and a follower.” — Steve Jobs For the past year and a half, I have been meeting with vendors of portfolio rebalancing software, seeing demos of their products and writing a series of articles about my findings. All of the applications were very good and provided a long list […]
Merrill Streamlines Their Platform To Deliver UMH for Clients
Last week, I was contacted by a reporter from FundFire looking for my comments on a new feature that Merrill Lynch has implemented as part of their $100 million platform consolidation project. The project, called Merrill One, is replacing five other legacy programs, some of which have been running for over 25 years. She was […]
