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Financial Industry Blog

News, Tools, and Insight by AdvisorPeak

Should Advisors be Classified as Employees?

Apr 8, 2021

The recent passage of The PRO Act by the U.S. House of Representatives has brought the issue of whether financial advisors are employees or independent...

Tracking Variance Analysis

Apr 1, 2021

The investment strategy that you design and implement for your clients typically includes a target asset allocation. Beyond this, you monitor how a household...

System Integrations– No Longer a Luxury

Mar 25, 2021

RIAs typically use a variety of systems in managing their client’s accounts. These may include portfolio management software, trading and rebalancing...

Monitoring Trading Alerts

Mar 18, 2021

During the course of a year as an RIA, you make numerous trading decisions on behalf of your clients. Setting trading alerts to match certain market...

Monitoring Trading Alerts Through Innovative Software

Mar 11, 2021

Tracking significant transactions in your client portfolios is an important part of managing your client portfolios. There are several significant...

Another Dotcom Bubble- Are the Markets Bracing for a Crash?

Mar 4, 2021

Though it seems like yesterday to some of us, the Dotcom bubble's bursting, and the ensuing market decline began over 20 years ago. The Dotcom burst in 2000,...

Trusts, Legacy Planning, and High Net Worth – An Opportunity for RIAs

Feb 25, 2021

Financial advisors have long sought to do business with high and ultra-high-net-worth clients. These clients, by definition, have large investment portfolios...

Mount Rushmore of Finance & Wealth Tech

Feb 15, 2021

In the sports world recently, many commentators have been asked what players are on their “Mount Rushmore” as the greatest that ever played the game. As...

Accredited Investors, Private Placements, and the Right Software

Feb 11, 2021

On December 8, 2020, The SEC's expansion of Accredited Investor's definition became effective, expanding individuals that are 'accredited.' The definition...

Trading Alerts

Feb 2, 2021

Today's financial advisor is looking for efficient tools to help manage their client's portfolios and streamline their practice to operate more efficiently....

AdvisorPeak Introduces New Model Portfolios on Trading Platform

Feb 1, 2021

SALT LAKE CITY, Feb. 1, 2021 /PRNewswire/ -- AdvisorPeak announced the addition of multiple investment model portfolios to its tax-efficient, risk-based...

Cash Accounts and Financial Wellness

Jan 21, 2021

Cash accounts are one of the ways that advisors can help ensure financial wellness for clients. Often, cash accounts are for reinvesting opportunities and...