How Envestnet | Yodlee’s Startup Incubator Nurtures Data-Driven Innovators
“All life is an experiment. The more experiments to you make, the better.” — Ralph Waldo Emerson The startup game is not for the faint of heart. While there are thousands of new companies being launched by bright-eyed entrepreneurs every year, only a small percentage will turn out to be successful. This is especially true in the […]
Top Ten WMToday Posts from 2015
Another exciting year in wealth management has passed and it seemed like a whirlwind of activity right up until December 31st. We covered a wide range of topics from risk tolerance and financial planning software to robo-advisors and the biggest M&A deals. But what are the top ten WMToday posts from 2015? These are the ten most popular posts […]
How Risk Tolerance Software Is Disrupting Wealth Management
What is the internal force that pushes people to try and solve a problem that almost no one else realizes is even there? How does building a better mousetrap go from unrealistic idea to working software to a revenue-generating business? And how do we know if it something we even need? This process has already occurred with risk […]
25 Awesome Financial Advisor Technology Tools – Winterberg
Armies of technology vendors seem to be converging on the wealth management industry offering cloud-based services to automate every task a financial advisor could ever think of. These tools can help advisors connect and communicate with clients and prospects anywhere in the world. But which ones are best for your needs? The myriad choices can […]
Financial Crisis Failures and Improving Risk Management
This is a summary of a session from the FRA’s Performance & Risk Measurement Symposium that was held in Boston on April 23-24, 2009. Speaking in this session was James E. Hollis, CFA, Managing Director of Cutter Associates. Jim provided a well-researched overview of the recent financial crisis as well as some tangential, but interesting […]
