Week in Review | 21 February 2020

Good day to everyone !

We hope you all had a productive week as the year is in full swing heading into tax season. With industry consolidation from the proposed Morgan Stanley – E-Trade deal and accelerated M&A activity in the RIA space, the drumbeat of efficiency and an elevated client experience continues.

So let’s start our Week in Review:

Announcing the Portformer Active Mutual Fund Replacement Score

We’re excited to introduce our Active Mutual Fund Replacement Scores which was a result of great feedback from our advisor community. This will be added tools for advisors targeting 401k rollovers and those focused on using select active funds for their clients.


Here are the posts most read on Portformer.com:

Question of the Week:

What have you done to improve the client review and communication process this year including the use of technology ?

Please share with us via our chatbox at Portformer or reply to this email and the information will remain confidential.

What we’re Reading:

Here is a snapshot of the best articles compiled and read by our team:

A Revolution in Active Management– A practitioner article on the emergence of semi-transparent exchange traded products.

Morgan Stanley is Buying E-Trade: Betting on Small Customers – This week’s blockbuster announcement and discussion of Morgan Stanley acquiring E-Trade.

Schwab Says Advisors are Embracing its New Digital On-boarding Tool– An article on Schwab’s early success with new on-boarding tool which creates efficiency.

Carson covers Tech Platform Costs for Partner Firms– Article announcing Carson decision to now pick up the technology platform costs for their member advisors.

How a Yale course on decision-making applies to advisors– Quick read on a Yale lecturer providing guidance on how advisors can make better business decisions.

Saving Time and Tech Integration are Themes at the T3 Conference 2020– A summary on the major themes for the T3 Conference which which was echoed from major platforms including saving time and tech integration.   If you have any difficulty accessing these articles and papers, please reach us through our website or directly at john.dibenedetto@portformer.com.  

As always, we welcome sharing this with a colleague who would benefit from joining our community or you can find us on social media at Twitter @Portformer and LinkedIn at Portformer


Sean Kruzel and the Portformer™ Team

John DiBenedetto

Sales | Business Development | Customer Success

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