willtrout.eth

#wealthtech commentator at Javelin Strategy & Research

[willtrout.eth @williamtrout]

I'm thrilled to announce that our Javelin Strategy & Research landscape analysis of providers of turnkey #CRM systems for #RIAs has been released. Earlier this year we sent an RFI to 7 CRM platforms claiming turnkey deployment capabilities for independent…https://t.co/o5gZwTudnl

[willtrout.eth @williamtrout]

#Crypto like any other asset class? First #edx tie up with Charles Schwab, now bitcoin-enabled #Wealthscape. Fidelity Investments moves to put #cryptocurrency investing via #managed accounts into the hands of #financialadvisors. Th…https://t.co/f0pq9TURNE https://t.co/0QjvHPpHQ3

[willtrout.eth @williamtrout]

Adoption of digital tax-filing platforms among tech-savvy, self-directed investors continues to rise in the wake of the pandemic, according to recent Javelin Strategy & Research survey data. Incumbents like #TurboTax face headwinds from Internal Revenue S…https://t.co/6tFuNjngTl

[willtrout.eth @williamtrout]

Expanding our Javelin Strategy & Research consumer survey capabilities has allowed us to perform deep-dives on specific demographic segments for the benefit of our #wealthmanagement and #assetmanagement clientele.

Here we provide a deep dive on the finan…https://t.co/97YkkvI3sh

[willtrout.eth @williamtrout]

The expansion of the iCapital Marketplace affirms the importance of the #RIA channel to the #alternatives business, and the need for traditionally hands-off asset managers to get closer to their buyers.

Breaking down #fundraising…https://t.co/PYsRLiRL1l https://t.co/7gCEkptAXQ

[willtrout.eth @williamtrout]

I'm excited to release my report on #embedded taxtech, which draws on thought leadership from across the Javelin Strategy & Research footprint.

We are seeing API-based vendors like Atomic, Argyle, Pinwheel plugging into embedded tax-filing apps like apr…https://t.co/bfH1eGGV59

[willtrout.eth @williamtrout]

Partnerships and M&A are the rage in the #RIA space as challenger custodians like TradePMR look to #SMA to try to take market share Fidelity Investments, BNY Mellon | Pershing and Charles Schwab. Thoughts c/o @ddjanowski in Weal…https://t.co/ojfUbr9MA4 https://t.co/imysrkh4AL

[willtrout.eth @williamtrout]

In a volatile market environment, tools that help #investors manage #spending are critical to successful #planning and #saving. Thoughts c/o https://t.co/s63XnQv9Uu.

Income Lab Johnny Poulsen Greg O'Gara #retirementplanning #finan…https://t.co/E0HUvGWNKW https://t.co/cCTJD7aCcW

[willtrout.eth @williamtrout]

Thoughts on direct indexing, advisor pushback, and the battle for RIA #custody c/o Sam Del Rowe in Financial Advisor IQ.

Charles Schwab Fidelity Investments BNY Mellon | Pershing Altruist TradePMR Envestnet, Inc Interactive Broker…https://t.co/GIawvZSKl8 https://t.co/WpS0FOHYfS

[willtrout.eth @williamtrout]

#GenerativeAI and implications for advisor workflow. Thoughts c/o https://t.co/s63XnQv9Uu

#ChatGPT #machinelearning #AI #chat #instantmessaging #clientcommunication Morgan Stanley Morningstar Hearsay Systems Nitrogen FMG Javelin…https://t.co/IrVFo0WZfI https://t.co/pOSM4VpIy0

[willtrout.eth @williamtrout]

Great to see Adam Boyer of event sponsor LSEG (London Stock Exchange Group) and other old friends at the Clearview Publishing #FamilyWealthReport Awards last week in NYC. Congratulations to Bank of America and all other winners, including Anchin Willow St…https://t.co/KWBgFZpR10

[willtrout.eth @williamtrout]

The #RIA #custody wars heat up as Altruist, TradePMR, Envestnet, Inc, SEI, Goldman Sachs, LPL Financial and other challengers take aim at Charles Schwab's huge lead. Will they get wary #advisors to switch?

Thoughts from Oisin Br…https://t.co/BNH3u3LVrR https://t.co/8qQPyFf8JO

[willtrout.eth @williamtrout]

As a longtime judge of the technology awards, I can say that the firms submitting their candidacies for this year’s Family Wealth Awards were particularly strong. Here’s a sampling of the contenders: Rockefeller Capital Management…https://t.co/aFO9OUs2Z2 https://t.co/p0bSYh0wJD

[willtrout.eth @williamtrout]

Check out the latest report from our Javelin Strategy & Research Digital Wealth #Investor practice. As discussed, affluent, self-directed investors (many of whom are also advised) represent an attractive target for wealth managers. #Banks, #RIAs and #bro…https://t.co/nfijVZ13X4

[willtrout.eth @williamtrout]

Thoughts on the remarkable Altruist #capitalraise c/o Oisin Breen in https://t.co/7bC3ptR7lp. #custody #platform #RIA #fractionalshares #digital #fintech #research #strategy @NexusStrategy Andrew Besheer Scott Smith Marty Bicknell…https://t.co/nGCY0NSY4E https://t.co/OoLcOj9UkJ

[willtrout.eth @williamtrout]

Javelin Strategy & Research data indicates that #directindexing is often presented by advisors up-front in the client relationship, as they have little desire to jeopardize an existing relationship.

As I note in my recent report, Tax-Managed Portfolio T…https://t.co/6hGJ35vX3X

[willtrout.eth @williamtrout]

I'm excited to welcome new analyst Disha Bheda to the Javelin Strategy & Research Digital Wealth team. She will play a driving role in helping us leverage our world-class survey capabilities for both our Advisor- and Investor-focus…https://t.co/zqb2LDwYmq https://t.co/JuGaVWIe91

[willtrout.eth @williamtrout]

#OCIO is no longer just for institutions as RIAs turn to #investments #outsourcing as a way to scale. Thoughts c/o

Brown Advisory Capital Wealth Planning, LLC Renaissance Investment Advisors Seizert Capital Partners Spyglass Cap…https://t.co/MpKCDE2CL4 https://t.co/RCGgYIu1RL

[willtrout.eth @williamtrout]

Tax-managed portfolio transitions lend themselves to a number of use cases: a change in #investments strategy, shift of assets from a #brokerdealer platform to a fee-based model, new client #onboarding. But what are tactical considerations the advisor mus…https://t.co/XKMTxG3BSr

[willtrout.eth @williamtrout]

Thoughts on the tie-up between micro #investments pioneer Acorns and UK #financialwellness and #payments platforms GoHenry and Pixpay, c/o https://t.co/s63XnQv9Uu

#personalfinance #savings #investments #fintech #partnerships #cash…https://t.co/GINiv675Ur https://t.co/EUORPdwrND