#ItzOnWealthTech Ep 5: Taking Risks as a Woman in Wealthtech with Cheryl Nash
“As a woman in the industry I’ve been able to make a difference, but it hasn’t always been easy.” — Cheryl Nash Cheryl Nash is the President of Fiserv Investment Services, the leader in financial services technology solutions serving the Managed Accounts and Global Institutional markets. Fiserv Wealth Management Solutions enables them to increase revenue, […]
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 […]
Can DigitalPlus Advisors Topple the Robos?
There has been an endless stream of synonymous terms created to describe advisors who leverage technology to provide online advice. Digital advisors, hybrid advisors, or technology-enhanced advisors have all been suggested. At the Money Management Institute’s Fall Solutions Conference held last month, Chicago-based management consulting firm A.T. Kearney coined a new term, the DigitalPlus advisor. Follow me on Twitter @CraigIskowitz Bracing for the […]
MMI Fall 2015: Conference Summary – Day 1
It is already a month into Fall, but you would never know it from the weather in midtown Manhattan today. It was 75 degrees and sunny. Unfortunately, I wasn’t able to go outside and work on my tan since I was busy attending the Money Management Institute’s 2015 Fall Solutions Conference at the Grand Hyatt Hotel. The […]
MMI 2015 Annual Convention Quick Twitter Recap
The theme for the Money Management Institute’s 2015 Annual Convention in Charlotte, NC was “Leadership Challenges in a Period of Fast-Paced Industry Transition”. This was well-timed considering the whirlwind of changes that have occurred over the past year. The attendees were a good mix of asset managers, sponsors and vendors that led to some lively […]
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 […]
What Robo Advisors Can Teach Us About Focusing on the Client
This is a summary of a TechOps Track Session titled, “Empowering Advisors: Delivering Tools that Support Today’s Client Needs” from the Money Management Institute’s 2014 Fall Solutions Conference. The discussion topic was supposed to be centered on how firms are delivering new advisor tools to help them customize solutions for different client segments. However, the […]
5 Hot Tips For Selling to RIAs
This is a summary of a panel from the Money Management Institute’s 2014 Annual Convention. The session was targeted at anyone who has investment advisory firms as customers such as service providers, broker-dealers or asset managers. Moderator: Kian Rafia, VP, Product Development, Cetera Financial Group Panel: Mark Pennington, Partner, RIA Services, Lord Abbett Michael […]
