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A 3-Step Sales Process To Clearly Demonstrate Financial Planning Value To Prospects

Nerd's Eye View

Over the past decade, a growing number of advisors have expanded into offering comprehensive financial planning services, reflecting a shift that not only helps them stand out from (increasingly commoditized) portfolio management offerings but also supports clients' broader financial goals.

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Morningstar Office To Shut Down And Push Advisors To Black Diamond (And More Of The Latest In Financial #AdvisorTech – March 2025)

Nerd's Eye View

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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Orion Acquires Summit Wealth Systems To Become Its Next-Generation All-In-One Portal (And More Of The Latest In Financial #AdvisorTech – January 2025)

Nerd's Eye View

This month's edition kicks off with the news that Orion, the "all-in-one" advisor technology platform, has acquired Summit Wealth Systems (and its founder Reed Colley, who previously built performance reporting platform Black Diamond), a client portal and data hub for unifying key client information from multiple sources into a single client-friendly (..)

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Bloomberg Hedge Fund & Alternative Manager Forum 2025

The Big Picture

Matthew Cherwin : Co-Founder & CIO, Marek Capital Management Imran Khan : Founder & CIO, Proem Asset Management Matt Jozoff : Co-CEO & Portfolio Manager, Trevally Capital I did this same panel with different managers each of the past two years.

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Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

Number 8860726. Most clients want to know their ‘Am I OK numbers,’ and we can show a number or a summary, that is what makes it unique,” he said. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Registered in England and Wales.

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Adviser links: sitting in the middle

Abnormal Returns

finfluential.substack.com) A review of "The Behavioral Portfolio: Managing Portfolios and Investor Behavior in a Complex Economy" by Phillip Toews. thinkadvisor.com) Advisers Ben Carlson, "People skills are more important in wealth management than numbers."

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Adviser links: estate uncertainty

Abnormal Returns

citywire.com) The latest in advisor fintech news including saturation in the portfolio management tech space. riabiz.com) This money manager's ETF business was built on entertaining clients. wealthmanagement.com) The number of cash balance plans are on the rise. wsj.com) How to protect your parents from scammers.