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This month's edition kicks off with the news that Morningstar Office will be shutting down in early 2026 as a part of Morningstar's ongoing effort to refocus on its core investment data and analytics business – forcing advisors currently using the tool to switch (which might be a net positive for many of those advisors who have long complained (..)
Related: Scenes from Day 2 of Wealth Management EDGE “My parents are 67 and 68, they have the classic Dell desktop covered in dust—everything is on their phone,” he said. “I Davis Janowski , Senior Technology Editor, WealthManagement.com June 20, 2025 3 Min Read The Fynancial team with the "Best in Show" trophy.
RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Jalina Kerr of Charles Schwab shares how the most adaptive firms are expanding beyond portfoliomanagement, into areas like estate and tax planning.
Andrew Corn August 5, 2025 2 Min Read Maximusnd/iStock/Getty Images Plus For decades, advisors have marketed themselves as portfoliomanagers, tailoring asset allocation to each client’s unique goals, risk tolerance and life stage. Concept of digital social marketing. trillion to $7.96
From Point Solutions to Seamless Intelligence For decades, our industry has relied on integrations—APIs painstakingly connected across custodians, CRMs, planning tools and portfoliomanagement systems. One system talks to another—if an API exists, if someone maintains it, if both systems support bidirectional communication.
Reporting & PortfolioManagement: Orion JY: When Tucker and I bought the firm, they were already on Orion. We do some things, such as bulk uploads of quarterly systems or bulk uploads of invoices, and some of those things are a lot easier when Orion is our portfoliomanagement system.
First Manhattan Adds $350M NJ-Based RIA First Manhattan, a New York City-based investment advisory firm overseeing more than $34 billion in client assets , has acquired New Jersey-based Roanoke Asset Management along with its more than $350 million in client AUM. Concept of digital social marketing.
Related: What’s In My Wealthstack: Sanctuarys Robert Coppola Reporting & PortfolioManagement: Tamarac / Envestnet and Addepar Wealthspire 2.0, In addition to financial and business reporting, he has worked in media relations and corporate communications for tech firms and Fortune 500 companies.
Welcome to the October 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!
Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis. They have passed a series of exams and have a deep understanding of financial markets, investment strategies and portfoliomanagement. Certified Public Accountant (CPA) CPAs specialize in tax planning and accounting.
Chartered Financial Analyst (CFA) CFAs are experts in investment management and analysis. They have passed a series of exams and have a deep understanding of financial markets, investment strategies and portfoliomanagement. Certified Public Accountant (CPA) CPAs specialize in tax planning and accounting.
And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfoliomanagement software business, and really wasn’t where my passion was. Just go with your businessplan.” You communicate very clearly and candidly about the risks.
. ~~~ ANNOUNCER: This is “Masters in Business” with Barry Ritholtz on Bloomberg Radio. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Tom Wagner, co-founder and portfoliomanager at Knighthead Capital. WAGNER: Right. Now, what happened was a bit of luck.
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