The AdvisorPeak Blog
Financial Advisory News, Tools and Insight.
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 individual portfolios. However household rebalancing is still considered by many too costly in time and resources. A...
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 only targets that firms should be focusing on. Independent advisors deserve the same attention, especially when...
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 including money Psychologists, financial planners, relationship managers, asset managers, and more. If the stock...
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. Last year in 2019, telecommuting increased by 159% when 4.7 million Americans started working from home. With...
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 relationship may not be as blissful as it looks. And the big question on everyone’s mind is “who is the winner...
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 crisis are three-fold: retiring advisors, an aging population, and not enough new talent entering the industry to...
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 the fear that technology would eliminate the advisor, replacing them with a more technologically advanced...
Strategic Partnerships and Commercial Relationships: Growth, Integrations and in the Best Interest of All
Strategic partnerships are one way that commercial businesses (including financial firms) can quickly grow. Strategic partnerships enable access to new markets and customers without investing additional capital into product development or expansion of their territory....
AdvisorPeak Enhances Investment Analytics for RIAs
Partnership with FinMason integrates analytics engine into rebalancing platform SALT LAKE CITY, June 11, 2020 -- AdvisorPeak announced a partnership today with FinMason, a fintech firm and investment analytics provider, offering AdvisorPeak users world-class portfolio...
“Encumbered by Idjits (Idiots), We Pressed On.”
From the movie Young Guns II. The recent global pandemic and the resulting reaction has undoubtedly tested everyone’s patience and fortitude. Sudden disruptions expose weaknesses in strategies and are a time to reflect on what lessons we can learn. Warren Buffet...