Still Using Excel? Ditch an Outdated Method and Decrease Compliance Risk

Jul 29, 2021 | Company

Financial planning is not the pen and paper activity it used to be, and the argument for using Excel – or not, surprisingly still exists. Some advisors argue that Excel produces the same results with significant savings, while others view the time savings when...

Tech Stack Customization: What It Should Do for You

Jul 22, 2021 | Company

It is critical to select technology based on what the software can do for you and your clients’ needs. As transactional relationships in the wealth management industry continue to decline, financial advice requires software that fits your investment management...

Open Data: The Gateway to Choice

Jul 15, 2021 | Company

The wealth management industry is redesigning faster than ever before—Intense M&A activity, commission compression, price wars, and use of open data. Open data is creating profound opportunities for clients and advisors, and firms. Who is in control is also...

Does Your Software Separate You from the Competition?

Jul 8, 2021 | Company

Advisors that are ahead of their time in their technology and their business acumen are often the ones that scale quickly. With compression of the industry happening monthly, advisors must be agile in their business decisions. This also includes deciding on the...

Having a Hard Time Recruiting Advisors? Start By Upgrading Your Tech

Jul 1, 2021 | Company

The past two years have catapulted the need for financial advice and more advisors even faster than expected. Firms anticipate increasing business over the next five years from new clients looking to build savings for future emergencies and increase their retirement...

AdvisorPeak Appoints Mark Hollingsworth as Chief Strategy Officer

Jun 29, 2021 | Company, Press Release

LAYTON, Utah, June 29, 2021 /PRNewswire/ — AdvisorPeak today announced the appointment of Mark Hollingsworth as Chief Strategy Officer. In the newly created senior management role, Mr. Hollingsworth brings over 35 years of...