COVID-19 has provided us with lessons in resiliency, economics, and the unpredictability of the stock market. While Wall Street appears disconnected from Main Street, we remember of the underlying economic fundamentals of our stock market system: The stock market...
Today, it’s hard to have a discussion without the acronym ‘API’ (application programming interface) being worked into the conversation. Wikipedia describes it as “An application programming interface (API) is a computing interface which defines interactions between...
When an advisor decides to go indie, the first thing they must determine is, “what technology tools do I need to start my business?” Your decision should be based on what you want your client’s and your experience to be. Whatever technology you decide on must reduce...
Choosing trading and rebalancing software should reflect your business’ and clients’ needs. While there are many options for integrated software platforms, it is critical to choose based on what the software can do for you. As ‘transactional advice’ continues to...
In part 1 and part 2 of this series, we featured Joel Bruckenstein’s interview in Baron’s magazine along with a report titled “Wealth and Asset Management 2022: The Path to Digital Leadership.” Both are reputable resources of information for advisors who are weighing...
Last week in Part 1: FinTech 2021 and Beyond: What to Buy and Why we featured an interview Joel Bruckenstein did with Baron’s magazine in a Q & A style interview regarding tech in the COVID era and what advisors should be thinking about adding to their tech stack-...
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