The AdvisorPeak Blog
Financial Advisory News, Tools and Insight.
Part 1: FinTech 2021 and Beyond: What to Buy and Why
If you have not wrapped your head around the idea of building out your own tech stack, then brace for the integration transformations that are happening in...
Election Year Trading and Rebalancing: Myths and Fundamentals
By now, advisors may be hearing from clients wanting to trade and rebalance their portfolios before the Presidential election. Your clients may believe...
AdvisorPeak Commentary: Investment News “Wealth Management to Spend $24 Billion on tech annually by 2023: Study.”
A recent Investment News article prompted our desire to provide our AdvisorPeak commentary. We feel that more information from the article’s research source...
Staying in Balance: From Bear to Bull Markets, Develop Your Rebalancing Strategy
We do not need to remind any advisor reading this of what rebalancing is or the reason for doing so (managing risk and smoothing out returns over time)....
From Excel to Excelling: Why the Upfront Cost of WealthTech Makes Sense
With the use of WealthTech tools rapidly advancing, the argument for using Excel - or not, surprisingly still exists. Some advisors argue that Excel produces...
Rebalancing at the Household Level- The Science and Benefits Behind the Reason.
All advisors will agree that time and money should never be an obstacle to implementing best practices. Advisors understand the ‘why’ of rebalancing...
Advisor Technology- Recruiting in the Virtual World
While successful wealth management firms must move fast toward providing a more technologically advanced experience for their clients, clients are not the...
The Squeeze is On- Tough Times for Advisors
Today’s economic conditions, COVID-19, and industry compression is undoubtedly creating tougher times for advisors. Clients ask advisors to be many things...
Working from Home? Video Conferencing Etiquette Required, Please.
Remote work used to be considered a perk of the job, with only 3% of America’s full-time employees working from home, over the 20 years leading up to 2017....
WealthTech Marriages: Is It True Love or Heading for Divorce?
This summer is heating up with marriages between WealthTech providers and other players being the talk of the industry. Wedding guests are gossiping that the...
Aging Advisors + Emerging Technology = A Timely Opportunity.
For the past decade, those of us in the financial services industry have been hearing of a looming financial advisor-shortage crisis. The reasons for the...
Your Technology and Their Money: What Matters Most to Clients
Financial industry technology continues to dramatically change the financial advice business, enhancing the client-advisor relationship even further. Gone is...