Tracking Variance Analysis

Tracking Variance Analysis

The investment strategy that you design and implement for your clients typically includes a target asset allocation. Beyond this, you monitor how a household is tracking against a target allocation among several accounts or different clients within that household. You...
What are APIs? The secret to your success.

What are APIs? The secret to your success.

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...
Part 3: FinTech 2021 and Beyond: What to Buy and Why

Part 3: FinTech 2021 and Beyond: What to Buy and Why

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...