In my last post I talked about the blending of real life and automated advice, and the benefits a hybridized model offer the advisor. Here I dis…
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ウィリアム・トラウト
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2015/04/24
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2015/04/23
It seems like independent advisors at RIAs and other providers of wealth management counsel are slowly shedding their heretofore simplistic view…
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2015/04/22
A recent article in the trade press about RIAs creating (and even seeking to white label) their own “robo” platforms underscored concerns I’ve h…
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2015/04/10
Wealthfront launched its Direct Indexing Platform for retail investors with some fanfare back in 2013. For those unfamiliar with the concept, di…
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2015/03/16
ウェルスマネジャーは今、次世代の顧客をいかに効果的に獲得・維持していくかという課題に直面しています。こうした顧客の大部分はマス市場またはマス富裕層の投資家であり、XおよびY世代に属しています。本レポートは、マス富裕層がウェルスマネジャーにとっていかに重要なビジネスチャンスをもたらすかを検…
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2015/03/12
In my last post I discussed the contretemps between Wealthfront and Charles Schwab. Here I look at what Adam Nash’s salvo across the Charles Sch…
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2015/03/11
Chalk up a win to Wealthfront CEO Adam Nash in his war of words with Charles Schwab. By cleverly baiting his rival, Nash has managed to put his…
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2015/03/01
ウェルスマネジメント業界にとって、総合管理家計(UMH:Unified Managed Household account)は長年の念願でしたが、テクノロジーや旧態依然とした体制上の問題により、その実現は非常に難しくなっています。スポンサーやベンダーはUMHという非現実的な目標をあきらめ…
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2015/02/24
The White House has issued the latest salvo in the debate over applying fiduciary standards followed by RIAs and trust companies to the financia…
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2015/02/24
In my last post, I commented on the leadership transition at Fidelity and the firm’s tie-ups with firms like Betterment, LearnVest and eMoney. H…
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2015/02/19
I’ve taken a few shots at Charles Schwab on this blog, so perhaps it is only fair that Fidelity should fall into the cross hairs. In my last blo…
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2015/02/03
The wolves have been circling eMoney Advisor for some time now. But it is Fidelity Investments, and not some pinstriped P/E firm, that has gobbl…
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2015/01/29
The Unified Managed Account (UMA) has served since inception as a lightning rod for conflict between the sponsor firm and the advisor. Nowhere i…
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2015/01/28
米国オンライン証券の自立志向型投資家市場に関する調査の結果から、取引活動、中核機能と差別化要因、証券取引システムをめぐる主なトレンドと動きを明らかにします。金融危機後、米国では自立志向型投資家による証券取引市場が進化を続けています。金融業界の内外でデジタル化が進む中で、ウェルスマネジメン…
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2015/01/23
In my last post I discussed some of the limitations of the unified managed household account or UMH, in which the investments of a household are…