#Pricing
5 items tagged pricing — posts and signals combined.
Posts
Your Risk Questionnaire Is Obsolete. Your TAMP Wholesaler Is Next.
It is not common yet because I filled out a form this year that did look like a fairly standard questionnaire. However, it's starting to happen. AI driven…
The Unbundling of the CCO
Far from just automating old jobs, RegTech is enabling a new one: the fractional Chief Compliance Officer who can serve a portfolio of RIAs from a single tech…
Is Altruist's Real Target Schwab's Margin, Not Its AUM?
While the custody business itself remains sticky, Altruist's strategy of providing seamless, low cost access to high demand products like private equity…
The $80,000 Question: How AI Execution Tools Are Reshaping Advisor P&Ls
The primary impact of AI on an advisory firm's P&L isn't just efficiency—it's the strategic redeployment of freed up capital from operational expenses into…
The Real Prize in Wealth Tech's Plumbing: Proprietary Data
The race to automate wealth management's back office isn't about incremental efficiency; it's a quiet land grab for the proprietary client data that will…