Data quality

The dilemmas from data, client demand and recruiting could provide opportunities for upstarts. Here's how wealth and asset management firms are responding.

The ultra-wealthy portfolio has a large percentage of illiquid assets and advisors without tools to manage that aspect will lose that client, says one provider.

New regulatory demands force platform providers to either build additional capabilities or acquire successful companies, analysts say.

A scientist's lament: Too often there’s a disconnect between what a firm needs and what analytic tools actually deliver.

Advisors able to analyze client data will be able to predict financial behavior, says Jud Bergman, Envestnet's chief executive.

Advisers, get ready to track — and secure — client information streaming in from physical properties and a vast array of accounts.