Finlocity RIA Operations Summit, hosted in June 2020, provided some great insights on the managed accounts space and the role of technology in a RIA’s day to day business operations. Hear from Evan Rapoport, CEO, and Jonathan Pincus, President & COO, about...
Macro Expert: Green Lights Ahead? 2020 is being considered a pivotal year in the face of potential economic uncertainty, a US Federal election, and much more globally. Properly positioning your portfolio now to capture the upside and avoid some pitfalls can help...
Outsourcing Investment Management Wednesday, October 23, 2019 4:15 PM ET OCIO services can help meet the increased customer ‘Best Interest’ requirements. The financial advisory industry has increasingly seen a shift toward third-party management of client...
