Research


Thought leadership from Vanare on the developing state of the wealth management and financial advisory industry.

Overview


Our brand stands for thought leadership and innovation in the wealth management industry. Vanare executives are regular speakers at industry conferences and have contributed to publications such as CNBC, ThinkAdvisor, Investment News, RIABiz, Financial Planning, and WealthManagement.com, among others. Selected presentations are available for download below.

We welcome opportunities for speaking opportunities at your firm, and are always open to connect and discuss our technology and vision.
 

 

NEXT GENERATION TECHNOLOGY THAT WILL CHANGE ADVICE


Presented at the 2016 IN|VEST Conference

Now that roboadvisors are adopted by the largest of wealth management firms, the relevant question is, “what comes next?” This session will dive deeply into the latest developments in the blockchain, digital currency, wearable technology, image recognition, semantic analysis, artificial intelligence and crowdsourced asset management. As technology moves from science fiction to reality, at stake are $60 trillion of assets of young and emerging affluent investors. We will discuss practical applications of using such technology to improve the wealth management industry, and deepen client relationships and outcomes. The session will also suggest the role of the human advisor in an industry flooded by software automation. The winners of the post-robo wave of hypergrowth will be investment firms prepared to manage assets from all generations utilizing platforms equipped for the 21st century.

 

 

Evaluating a financial advisory practice


Presented at a financial technology spotlight by QuonWarrene

David Coyle, Senior Vice President - Business Development at Vanare, and Neal Quon discuss the steps needed to build a successful practice. They discuss why wealth management today is not an efficient business, and what steps to take to create efficiency and scale. The presentation covers the role of technology, and particularly digitization and automation as it is applied to existing relationships and new assets.

 

Innovation and Future Technology in Wealth Management


Presented at the 2016 Technology Tools for Today Conference

Why are roboadvisors valued at 50x revenue and classic RIAs at 2x revenue? The answer is hypergrowth, which comes from an obsession with innovation and future technology. This session covers what is coming next after digital advice for the investment industry. Lex Sokolin, the founder of roboadvisor NestEgg and COO of wealth management platform Vanare, will discuss the blockchain, wearable technology, image recognition, semantic analysis and crowdscourced asset management.  As technology moves from science fiction to reality, at stake are over $10 trillion in assets of young and emerging affluent investors. Lex will deliver a Millenial perspective on what his generation expects and the implications of this future technology on advisors. The winners of the next wave of hypergrowth will be investment firms prepared to manage those assets utilizing platforms equipped for the 21st century.
 

 

Robo or Classic, Or Both? The blurring lines of advice.


Presented at the 2015 Technology Tools for Today Conference

Is the wealth management industry being disrupted, or is it evolving to a business model that will help you succeed? In this session, we discuss and show how online and traditional wealth management can, in fact, work well together to deepen client relationships, position RIAs for intergenerational wealth transfer, and create institutional enterprise value in your business.