If you have not wrapped your head around the idea of building out your own tech stack, then brace for the integration transformations that are happening in the financial industry. These emerging technologies will impact everything that involves your client’s money and...
By now, advisors may be hearing from clients wanting to trade and rebalance their portfolios before the Presidential election. Your clients may believe presidential election cycle theories or seasonal analysis myths and want to trade and rebalance based on...
With the use of WealthTech tools rapidly advancing, 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 using tools worth the...
All advisors will agree that time and money should never be an obstacle to implementing best practices. Advisors understand the ‘why’ of rebalancing individual portfolios. However household rebalancing is still considered by many too costly in time and resources. A...
While successful wealth management firms must move fast toward providing a more technologically advanced experience for their clients, clients are not the only targets that firms should be focusing on. Independent advisors deserve the same attention, especially when...
Today’s economic conditions, COVID-19, and industry compression is undoubtedly creating tougher times for advisors. Clients ask advisors to be many things including money Psychologists, financial planners, relationship managers, asset managers, and more. If the stock...
