The AdvisorPeak Blog

Financial Advisory News, Tools and Insight.

Market Commentary: What The Hell Is Going On?

Market Commentary: What The Hell Is Going On?

The Heisenberg wrote: The Dow fell into a bear market (at least intraday) on Wednesday, another session that found the benchmark down more than a 1,000 points.This "yo-yo" price action is not as inexplicable as it seems, and regular readers are acutely aware of the...

Class Models vs. Security Models

Class Models vs. Security Models

A question that we get most often is whether an advisor should use security models or class models. Security models are the most common strategy used by advisors, but is this the best for your firm? This can be a difficult question to answer, as every firm is...

LifeYield Fortifies AdvisorPeak With Partnership

LifeYield Fortifies AdvisorPeak With Partnership

Industry-First Tax-Smart Asset Location and Smart-Household Rebalancing Innovative integration equips AdvisorPeak users with dynamic asset location and unique rebalancing capabilities that improve and quantify investor and advisor outcomes February 18, 2020 09:30 AM...

StratiFi & AdvisorPeak Partner

StratiFi & AdvisorPeak Partner

February 19, 2020 02:02 PM Eastern Standard Time SAN FRANCISCO--(BUSINESS WIRE)--StratiFi Technologies is pleased to announce a new data integration and partnership with AdvisorPeak. The seamless integration simplifies the advisor experience by embedding StratiFi's...

Benefits of Household Rebalancing

Benefits of Household Rebalancing

We live in a time where market volatility seems to have become more of the norm than the spontaneous. With so much that seems out of control there have been advisors that have used asset allocations for their advantage. Diversification has become a well sought after...

Evaluating the Technology Tools in your Office

Evaluating the Technology Tools in your Office

It's a catch 22; software can make your work easier, but it can also be a frustrating and confusing process long before it becomes a valuable contribution to your life. You can spend hours researching the best combination of tools and technology to maximize your...

Welcome to the future of rebalancing software!

Welcome to the future of rebalancing software!

We are happy you found us. We've been busily building a completely redesigned and rewired rebalancing software tool for financial advisors. Our tool is the culmination of 10 years of experience in the industry and feedback from hundreds of customers. AdvisorPeak hails...