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October 17, 2016

Travails of the Much-Maligned Quant Buy-Side

For all their troubles going about alpha generation, algorithmic traders get remarkable little respect these days. Last week while I was attending The Trading Show in New York, a select group of quant-oriented, buy-side participants and fintech enablers debated the limits of traditional computers in financial research and, conversely, of quantum computing’s promise. Many of these investors chase...

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Javier Paz

July 5, 2016

TIAA Buys MyVest: One More Incumbent Seeks Company Along the Digital Path

Just two years ago, “robo” models on the market included over a dozen direct-to-client models (e.g., Wealthfront, Betterment, Personal Capital). Despite the enthusiasm surrounding robos by wealth managers and even a small pocket of clients, they were lacking the institutional buy-in needed to achieve scale. That changed in October 2014. Fidelity broke new ground when it formed a partnership with...

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William Boland

June 30, 2016

What’s Hot in WM This Summer? Big-Data Analytics, Digital Authentication, and Rich Digital Engagement

Summer doldrums give analysts inspiration to reflect on what’s hot—no pun intended—in the wealth management marketplace. FinovateSpring 2016 took place May 10th and 11th and certainly provided fodder and put some firms on the map and—since then—was the catalyst for a deeper dive into what wealth management startups and incumbents are up to these days. Yes, the robo-advisor trend...

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Javier Paz