Diamond in the Rough: Orion Finds a Financial Planning Gem in Advizr
“The soul is placed in the body like a rough diamond, and must be polished, or the luster of it will never appear.” ― Daniel Defoe, English writer Orion Advisor Tech (formerly Orion Advisor Services) announced that they are acquiring financial planning software vendor Advizr for an undisclosed amount. I sat down with Randy Lambert, president of […]
#WinnersOfWealthTech Ep 11: David Lyon, CEO of Oranj
“There is no algorithim in the world that can replace the relationship between two people.” — David Lyon This month’s Winners of Wealthtech interview is with David Lyon, CEO of Oranj, a Chicago-based provider of digital technology solutions for financial advisors. Here are a few of my interviews with previous winners: Brian McLaughlin, CEO of Redtail […]
Charles Schwab’s Crystal Ball Sees Less Technology in the Future for Custodians
“What senses do we lack that we cannot see or hear another world all around us?” ― Frank Herbert, Dune Successful business leaders usually see the world differently from everyone else. They’re visionaries who are able to perceive that the world is changing before most other people and they take action to get ahead of […]
10 Towering Testaments from the T3 Enterprise Conference
The high rollers were out, in Las Vegas last week, laying down their bets and placing wagers on contestants in high stakes games. Except these players were going all in on wealth management technology at the T3 Enterprise Conference, which was held for the second year in a row at the Cosmopolitan Hotel. Keena B Pettijohn on […]
Are There Too Many Roboadvisors? with Michael Kitces
I recently had the pleasure of speaking with industry guru and all-around nice guy, Michael Kitces. Our discussion was focused on trends in advisor technology, which meant that the subject of roboadvisors had to be covered at some point. You can watch the video using the link below, or read the transcript that follows. Is It Time for […]
Oranj Leapfrogs Robo-Platforms With TradeWarrior Acquisition
It is a great time to be an independent RIA. At least when it comes to technology. There seems to be an endless supply of tools for automating, optimizing and generally improving the efficiency of an advisory firm’s operations. This is especially true in what we like to call the robo-platform or digital advice space. Innovative companies […]
Riskalyze Expands Beyond Profiling to Become a TAMP Supermarket
The waiting is over. And we didn’t have to wait all that long. We finally know what Riskalyze CEO Aaron Klein did with the $20 million in Series A funding the firm raised last October. They built their own Turnkey Asset Management Platform (TAMP). The reveal occurred at last week’s T3 Advisor Conference in Los Angeles, CA. Klein kicked […]
5 Trends in Client-Facing Technology
Client-facing technologies offer a bit of a contradiction in terminology, especially for those of us who have been in the industry for a while. Client-facing used to mean interactions only done by a human. As technology has advanced, more and more interactions are being handled by technology in order to allow the advisors to be […]
