Five years ago, the concept of a next generation UMA could have meant one thing: UMH. Since then, the ground has shifted, and today many wealth…
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ウィリアム・トラウト
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2015/01/20
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2015/01/14
An investment management firm launches an actively managed automated investments platform and calls it pioneering. Automated competitors call th…
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2015/01/09
A small Pennsylvania wealth manager recently made headlines with the launch of what it touted as the first actively managed automated investment…
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2014/12/06
My recent report, Disrupting the Disruptors: RIAs, Online Brokers, and the Challenge to the Automated Investment Advisors, looks at the accelera…
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2014/12/01
(このレポートは2014年12月1日に"Disrupting the Disruptors: RIAs, Online Brokers, and the Challenge to the Automated Investment Advisors" というタイトルで英文で発表されましたが…
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2014/11/18
Signs of a price war are troubling for an industry known for its door-buster fees. Charles Schwab's forthcoming launch of its zero cost Intellig…
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2014/10/29
I recently wrote about the entrance of broker custodian Charles Schwab into the automated investments business. Here I examine Schwab’s decision…
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2014/10/28
Broker-custodian Charles Schwab’s eagerness to share details on its zero cost automated investments platform reflects the fact that it has essen…
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2014/10/27
The commoditization of the portfolio construction process has created fertile ground for the emergence of automated advisers providing investmen…
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2014/10/23
オンラインのフィナンシャルアドバイスサービスに関するレポートの第2弾は、北米市場に焦点を当て、パーソナル・フィナンシャル・マネジメント(PFM)について、以下のベンダーを含む様々な企業を対象に調査を行いました。下記はその一部です。 BillGuard Finovera Geeze…
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2014/09/29
One of the most remarkable characteristics of this September’s FinovateFall 2014 conference in New York was the number of presenters focused on…
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2014/08/28
My most recent report explores the competitive threat that online firms pose to traditional providers of financial advice, particularly in the a…
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2014/08/26
Five years after the end of the financial crisis, bank trust companies are taking steps to update their technology platforms. That’s a good thin…
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2014/08/25
(英文レポート"Automating Advice: How Online Firms Are Disrupting the Market for Online Advice "の重要部分を抽出し翻訳しました。)※ダウンロード: レポート本文(PDF)=抄訳レポート 添付ファイル(PDF…
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2014/08/19
(このレポートは2014年8月20日に"The Future of the Advisor: Helping Firms and Advisors Navigate the Next Wave of Market Disruption " というタイトルで英文で発表されましたが、抄訳版を…