Vestmark’s Top 5 Blogs of 2017

By Rob Klapprodt, Corporate Strategy Officer


In 2017, the wealth management industry saw the ebb and flow of the DOL Fiduciary Rule, the emergence of platform consolidation as a top trend, and the rise of hybrid advice models. These significant changes all happened in the name of one goal: improving the investor experience.

At Vestmark, we commit to helping our clients and the investors they serve negotiate and leverage the changing financial services landscape. Additionally, we commit to tracking industry changes that may impact their business models. This is why we created our blog, Vestmark Pulse, to offer enriching, educational content that hopefully enables you to learn more about changes in the wealth management industry as well as more about our people and our approach.

We encourage you to take a look at our top blog posts from 2017 and continue to follow our blog in 2018.

The Top Wealth Management Conferences of 2017

We understand that it’s hard to track all the conferences in our industry. So, we created a list of annual events to help you stay on top of what’s happening in the industry and see how these events can affect your business.

Take a look at our recent post, “Top Wealth Management Conferences of 2018.”

If you’re planning to attend one of the 2018 events, email us. We’d love to meet you in person!


Values at the Vestmark Core

While our employees drive our innovation and growth, the underlying values that we uphold collectively and individually are what define us. These principles are at the heart of our corporate culture and the tie that binds us.

So, what are our core values, and why are they important? Watch this video, “Who We Are,” and read more about why we were named a 2017 Best Places to Work company by the Boston Business Journal.

The DOL Fiduciary Rule Is Here

Although the fiduciary rule has changed since we wrote this blog last June and it is likely to continue to change in this year, the fact remains that investors hold advisors to a higher standard of accountability, whether or not the DOL or the SEC cements the rule in stone. A panel of experts from Cerulli Research, State Street Global Advisors, CFGI, and Cipperman Compliance Services discussed these implications during the 2017 MMI Annual Conference. Read the recap in our blog post, “Operating in a Post-DOL World.”


Combining High Tech and High Touch to Achieve High Value

During a webinar, “The Future of High Tech and High Touch Advisors,” panelists Michael Kitces and Vince Pellegrini emphasized the importance of combining digital technology with exceptional service. In short, this hybrid advice approach enables advisors to streamline time spent on administrative functions thus enabling more time for high value, quality conversations with clients.

Visit Kitces’ blog to download presentation handout materials and supporting information from the webinar.

Why Fewer Technology Systems Are Better for Your Business

A few years ago, it made sense to pursue a best-of-breed approach for each business technology. Today, however, firms must carefully weigh the potential consequences of using many disparate systems for critical tasks across the front, middle, and back office. Our Chief Technology Officer, Heeren Pathak, evaluates the benefit of using a consolidated, comprehensive technology platform in this blog post.

By Rob Klapprodt, Corporate Strategy Officer