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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 (..)
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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.
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.
Related: The WealthStack Podcast: The Future of Personalized PortfolioManagement with Govinda Quish “Estateplanning is one of the things that advisors [repeatedly] tell us that they found immediate value in [post-merger] because it is part of the turnkey [Mercer] offering and does not mean referring a client outside the firm,” said Orff.
We also talk about how Anh began her career as an attorney, but decided to move away from the more transactional short-term relationship of litigation, and then, it was while she was working for Goldman Sach’s Ayco, that she realized that she could have a greater impact on her clients’ lives through financial planning and ultimately decided (..)
From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: All-in-one software platform Blueleaf has launched a new “aggregation-as-a-service” solution, promising better client data aggregation capabilities than existing solutions by automating the process of weaving multiple (..)
We also explore how, even though the auditing firm where Louis and his partner were employed was very interested in the prototype they built, they refused to purchase the product, which led Louis to a crossroads that ultimately led him to the decision to leave the firm and start his own financial planning practice, and how, even though Louis and his (..)
Long-term goals typically encompass retirement planning, wealth preservation and estateplanning. They are well-versed in various aspects of financial planning, including investments, retirement planning, estateplanning and tax management.
Long-term goals typically encompass retirement planning, wealth preservation and estateplanning. They are well-versed in various aspects of financial planning, including investments, retirement planning, estateplanning and tax management.
The phrase Wealth Manager has been used more frequently in the last decade and generally connotates an IAR who works with affluent clients or those with more complicated situations. These advisors may have a background in tax or small businessplanning, specialize in high-net-worth families or make sophisticated investment recommendations.
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. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.”
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