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

M&As on the Move: Five Technology Essentials to Successfully Transition New Advisors and Scale to Growth | RedBlack Viewpoint
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

How Personalized, Precise and Scalable Rebalancing Can Drive Growth for Wealth Firms | RedBlack Viewpoint
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

The Value of the Right Rebalancing Technology Amid Ceaseless Market Volatility

The Value of the Right Rebalancing Technology Amid Ceaseless Market Volatility | RedBlack Viewpoint
The COVID-19 pandemic has created market volatility never seen before. At the same time, remote work is placing technology at the center of everyone’s day – financial advisors and investors alike – and personal touches with clients matter