The AdvisorPeak Blog

Financial Advisory News, Tools and Insight.

Shareholders Service Group Partners with AdvisorPeak

Shareholders Service Group Partners with AdvisorPeak

SALT LAKE CITY, May 4, 2020 -- Shareholders Service Group (SSG) and AdvisorPeak are pleased to announce a new agreement for the benefit of advisors who custody with SSG. Independent registered investment advisors that utilize the brokerage and custodial...

The Future of Our Work– Remote or Not

The Future of Our Work– Remote or Not

Some good things that come from being at home due to COVID-19, like reconnecting with family and reorganizing our living spaces. But there are also new stresses as adjustments to combine work life and home life into one happen. The future of remote work is here to...

Feeling “Compressed” by Your Clearing House?

Feeling “Compressed” by Your Clearing House?

Do you feel like you’re being squeezed…or perhaps taken over? You would not be alone. Intense M&A activity, commission compression and price wars are disrupting our industry. The wealth management industry is being redesigned and redefined. The changes are...

Advisors Need to Practice ‘Self-love,’ Especially Now

Advisors Need to Practice ‘Self-love,’ Especially Now

Self-love is defined as “the state of appreciating oneself that grows from actions supporting our physical, psychological and spiritual health.” Now and for the foreseeable future, advisors are doing double duty dealing with their client’s stress and their...

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...

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...