With the recent news about JPMorgan Chase and its $6.2 billion loss in derivatives trading, there are renewed calls for increased government oversight and tightened regulations on today’s financial services firms...Read More »
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For advisors, adding new technology can be a huge step, whether you’re installing or upgrading a portfolio management system, CRM, planning tool, rebalancing software, client portal or any other application...Read More »
As business people, we’ve had it drilled into us that we need to strive to be the best. Our firm must outshine all others. Even if we do the same things as other businesses in our space, we must differentiate ourselves by our sheer operational superiority...Read More »
Retirement is not what it used to be. Once, with a sound, performance-based wealth management plan, our forebears could count on an adequately-funded retirement in which they had sufficient assets to meet their needs...Read More »
Does this scenario sound familiar? There are particular asset classes you think could benefit your clients and firm—different types of alternative investments, for example—but the harsh reality is that you’re simply not prepared for the torrent of unstructured data that the custodians, asset managers or other keepers of the data for the funds in these categories are about to throw at you...Read More »
The use of alternative investments is increasing—big time. But as usage increases, so, too, do the hours that advisors find themselves devoting to the manual processing and reporting of data related to these investments...Read More »
When you look at alternative investments, you can’t help but see how significantly their use has increased. In the past 12 months alone, there has been a double-digit increase in the use of alternative investments, including hedge funds, private equity, REITS, managed futures and the assorted other types of investments that comprise the category...Read More »
Over the past few years, data aggregation solutions have become a key component of how RIA firms deliver better client service , provide holistic wealth management, and boost AUM and profits. But what’s been less well publicized—and what I’d like to talk about here—is how top custodians are now using aggregation services to deliver data to their RIA clients. In doing so, they’re providing their RIA clients with better service and turning the typical data delivery model on its head...Read More »
Keeping wealthy families as multi-generational clients requires a window into the household’s financial arrangements as well as a human touch. The parents will appreciate your efforts and the kids will learn to rely on your expertise when Mom and Dad are gone. Wealth managers work hard to protect their high-net-worth clients’ wealth for generations to come, but too many get a cold reward when the heirs take the fruits of their labor to competitors...Read More »
For the enterprising RIA firm that’s diversifying its asset management strategies—and is looking for outside expertise in its selected areas of specialization—it’s more essential than ever to choose the right asset management providers. Sure, it’s a given that you want an asset manager who delivers superior historical performance, whether you’re relying on them for their expertise in fixed income, alternative investments, real estate, micro-caps, or any other of the innumerable investment options. But you also want to select a manager who offers something else—namely, operational advantages that not only enhance your client service, but boost your firm’s bottom line as well...Read More »
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