Why Use a Direct Indexing Strategy?

Why Use a Direct Indexing Strategy?

Direct indexing has become cheaper due to advancing technology, making it available to most investors. The theory behind direct indexing is to mimic the risk and returns of the S&P 500 or DJA without buying the entire index. Direct indexing enables the...
Why Use Proactive Trading and Rebalancing Alerts?

Why Use Proactive Trading and Rebalancing Alerts?

Today’s financial advisor desires efficient tools to help manage their client’s portfolios and streamline their operations. Our goal at AdvisorPeak is to enable advisors to create proactive smart alerts as part of a customized trading calendar for...
Open Data and the Decline of Asymmetrical Wealth Management

Open Data and the Decline of Asymmetrical Wealth Management

With open financial data continuing to accelerate, the wealth management ecosystem is evolving, enabling access to everyone—the customer, advisor, FinTech providers, and financial institutions. When the best, most intuitive technology implements, everyone wins....
Through M&As and Compressions the Best Tech Remains

Through M&As and Compressions the Best Tech Remains

As the mergers continue in the wealth management industry, advisor technology is one of the key topics at the forefront of each. Intense M&A activity, commission compression, and price wars are critical to who comes out on top. For advisors, having the best...