Customizing Model Portfolios at Scale with Target Overrides: A Use Case
Customizing model portfolios at scale is a key requirement of top investment advisors and family offices. This use-case describes how an OCIO launched scalable customization across a diverse book of household-level business.
Like Rebalancing, Tax Planning Is Not Just an Annual Event: Here’s Why
Tax planning should be a year-round activity—not just an annual event centered on tax season. Here are several key ways advisors can ensure their rebalancing and trading remain in sync with their clients’ tax requirements and objectives.
Why Some Rebalancing and Trading Solutions Fail the Savviest Advisors
The sophistication of an RIA or family office must match that of the rebalancing and trading solution they use. Smart and experienced financial advisors serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients know this all too well. It
How Householding Can Help Advisors Change the Client Conversation and Strengthen Relationships
Advisors shifting from account-based portfolio modeling to householding continues across the wealth management industry at an accelerated pace. As household modeling is certainly not a new phenomenon, advisors who have not yet made the
How Advanced Rebalancing Can Help Family Offices Meet Complex Needs of Wealthy Clients
Single- and multi-family offices as well as RIAs serving sophisticated, multi-generational clients must continuously meet or exceed their expectations. Delivering a high level of tailored investment and portfolio services relies on the
5 Best Practices for Selecting the Right Wealth Technology Vendor for Your Firm
Eight out of 10 wealth management executives regard technology as a significant factor in gaining market share, according to Deloitte. But financial advisory firms embarking on a project to select and implement a new software solution face many
M&As on the Move: Five Technology Essentials to Successfully Transition New Advisors and Scale to Growth
After a short hiatus in the second quarter of 2020 due to the pandemic, merger and acquisition (M&A) activity among registered investment advisors (RIAs), family offices and wirehouse breakaways rebounded in June, continuing the upward trend
How Personalized, Precise and Scalable Rebalancing Can Drive Growth for Wealth Firms
Even in the current environment of unprecedented market volatility and concerned clients demanding more attention, many wealth managers are working on growing their businesses. A personalized touch and fast, thorough responses to questions