If this were a regular this vs. that type of article, it would start by defining why it’s challenging to choose between best in class or all-in-one platforms. We would offer up a pros and cons list and then leave you right where you started, still unsure how to go. Nope, this isn’t that type…
A growing reliance on technology was a trend before 2020 and the COVID-19 pandemic, but this trend will continue to accelerate into every aspect of your business. A software platform like AssetBook’s Pulse can be invaluable as you automate not only your internal processes but work to offer a more robust online portal for your…
The next 25 years will produce the most massive inter-generational transfer of wealth in history. Cerulli Associates estimates the total amount of this wealth transfer to be in the range of $68 trillion. As an advisor, you certainly want to do everything that you can to retain a large percentage of the assets passing to…
Having an audit by state or federal regulators can be a harrowing experience for any RIA practice regardless of the firm’s size. While you have no control over whether or when regulators will show up at your firm’s doorstep, being prepared will help the audit go smoothly. Part of being prepared involves having the right…
With Socially Responsible Investing (SRI) continuing to gain popularity, offering SRI within your portfolios will meet the demands of investors looking to ‘do good’ for others. Now, as COVID-19 continues to change our values, socially responsible investing is helping to address the inequities in our society. Throughout the last decade, socially responsible investing has grown…