Jul 25, 2023
As the financial landscape grows increasingly complex, the demands on financial advisors are expanding concurrently. Advisors are now expected to navigate a vast array of investment options, maintain regulatory compliance, manage diverse business operations, while...
Apr 19, 2023
Whether you are billing monthly in arrears or quarterly in advance, creating unique sleeve, account, and household level fee structures, or sharing account revenue with other advisors, billing can be complicated – but it doesn’t have to be. Finding the...
Nov 9, 2022
Legacy technology is slowing down the financial services industry. Systems exist today that were built 10, 20, even 30 years ago and they have not adapted to the changing world around them. This is one reason why new technologies are moving to replace them as demand...
Jun 6, 2020
Technology continues to advance multiple segments of the financial industry into a more efficient and user friendly experience. A core target of this revolution is the independent advisor and broker/dealer space, which has seen the continued amalgamation of services...
Jun 24, 2019
Mutual funds broke new ground in the investment industry, particularly gaining recognition in the 1980s and 1990s as a way for the retail investor to access active institutional money managers. The industry has continued to grow but has seen a significant challenge...
Apr 25, 2019
Three Critical Strategies for Advisors Thought Leadership from a Technology Leader. This paper explores some critical strategies investment advisors can undertake now to increase the likelihood of retaining client assets, in preparation for what is expected to be the...
