Mount Rushmore of Finance & Wealth Tech

Feb 15, 2021 | Industry

In the sports world recently, many commentators have been asked what players are on their “Mount Rushmore” as the greatest that ever played the game.  As it is Presidents Day today, this had me thinking about who is on my Mount Rushmore in the finance/wealth tech...

AdvisorPeak’s Operation Rebalance 2.0 Delivers Free Trading and Rebalancing Solution for Financial Advisors

Dec 8, 2020 | Industry

LAYTON, Utah, Dec. 8, 2020 / View on PRNewswire / — AdvisorPeak today announced Operation Rebalance 2.0, a platform experience that provides advisors impacted by recent acquisitions or closures of their trading and rebalancing system with access to AdvisorPeak...

Technology: A Key Component of Practice Management

Nov 17, 2020 | Industry

Practice management is more than just calling clients, sending market reports, using a CRM, or having a marketing plan. While all are important parts of practice management, deciding which technology to use will ultimately determine your practice’s profitability....

Aging Advisors + Emerging Technology = A Timely Opportunity

Nov 10, 2020 | Industry

For the past decade, those of us in the financial services industry have been hearing of a looming financial advisor-shortage crisis. The reasons for the crisis are three-fold: retiring advisors, an aging population, and not enough new talent entering the industry to...

AdvisorPeak Commentary: Investment News “Wealth Management to Spend $24 Billion on tech annually by 2023: Study.”

Sep 1, 2020 | Industry

A recent Investment News article prompted our desire to provide our AdvisorPeak commentary. We feel that more information from the article’s research source may be beneficial to some readers. The article appears to be incomplete in providing enough data to conclude...

Staying in Balance: From Bear to Bull Markets, Develop Your Rebalancing Strategy

Aug 18, 2020 | Industry

We do not need to remind any advisor reading this of what rebalancing is or the reason for doing so (managing risk and smoothing out returns over time). However, advisors often wait for an event to occur before rebalancing. The event could be a client meeting or one...