What Should RIAs Expect – and Demand – from their Cloud Platform?

What Should RIAs Expect – and Demand – from their Cloud Platform? | RedBlack Viewpoint
A strong preference of RIA firms to move towards low-impact, small footprint cloud-based or SaaS solutions is taking hold. However, the success of cloud initiatives has varied significantly. We see four main qualities emerging from providers with the most effective cloud initiatives.

Are You Prepared for the Next Generation of ESG Investors?

Are You Prepared for the Next Generation of ESG Investors? | RedBlack | Viewpoint
Advisors who are in a position to offer ESG investment opportunities will be better equipped to attract new clients, retain existing ones, and keep pace with a changing investor landscape.

Customizing Model Portfolios at Scale with Target Overrides: A Use Case

Customizing Model Portfolios at Scale with Target Overrides: A Use Case | RedBlack Viewpoint
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

Like Rebalancing, Tax Planning Is Not Just an Annual Event: Here’s Why | RedBlack Viewpoint
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.

5 Key Technology Success Factors for RIA Growth

5 Key Technology Success Factors for RIA Growth | RedBlack Viewpoint
The ongoing success of registered investment advisory (RIA) businesses depends on providing clients with personalized touch points and fast, thorough responses.

Why Some Rebalancing and Trading Solutions Fail the Savviest Advisors

Why Some Rebalancing and Trading Solutions Fail the Savviest Advisors | RedBlack Viewpoint
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

How Householding Can Help Advisors Change the Client Conversation and Strengthen Relationships | RedBlack Viewpoint
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

How Advanced Rebalancing Can Help Family Offices Meet Complex Needs of Wealthy Clients | RedBlack Viewpoint
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

5 Best Practices for Selecting the Right Wealth Technology Vendor for Your Firm | RedBlack Viewpoint
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

Viewpoint: 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