Should Advisors be Classified as Employees?

Should Advisors be Classified as Employees?

The recent passage of The PRO Act by the U.S. House of Representatives has brought the issue of whether financial advisors are employees or independent contractors into the spotlight. The Senate will consider this legislation as part of President Biden’s broader...
Monitoring Trading Alerts

Monitoring Trading Alerts

During the course of a year as an RIA, you make numerous trading decisions on behalf of your clients. Setting trading alerts to match certain market conditions that affect your client can ease the review process for time critical trading decisions. AdvisorPeak’s...
Another Dotcom Bubble- Are the Markets Bracing for a Crash?

Another Dotcom Bubble- Are the Markets Bracing for a Crash?

Though it seems like yesterday to some of us, the Dotcom bubble’s bursting, and the ensuing market decline began over 20 years ago. The Dotcom burst in 2000, and the ensuing bear market lasted into 2002; the market fallout was exacerbated by the tragic events of...
Trading Alerts

Trading Alerts

Today’s financial advisor is looking for efficient tools to help manage their client’s portfolios and streamline their practice to operate more efficiently. One of AdvisorPeak’s trading and rebalancing software’s five pillars is providing our...
Part 2: FinTech 2021 and Beyond: What to Buy and Why

Part 2: FinTech 2021 and Beyond: What to Buy and Why

Last week in Part 1: FinTech 2021 and Beyond: What to Buy and Why we featured an interview Joel Bruckenstein did with Baron’s magazine in a Q & A style interview regarding tech in the COVID era and what advisors should be thinking about adding to their tech stack-...