The coronavirus pandemic has forced advisors to rapidly shift to a remote working environment. While some advisors are now embarking on plans to re-open their office, most are considering having an extended period for employees to work from home. Here are three key considerations for advisors to evaluate in regards to a work-from-home environment. Invest…
As advisors, you make your living by making decisions that help your clients reach their unique short and long-term goals. As advisors, you turn to technology partners in order to help you get the pieces you need in order to communicate with your clients what’s going on. So, what happens when the data that could…
In this post, we take a look at how you can easily view your reports in the new AssetBook platform using the Document Center tool.
We take a look at how financial advisors using the AssetBook platform can best utilize the Holding Household feature to easily manage new accounts added to the system.
Investors’ preference for fee-only advisors currently dwarfs commission-based models. But are they really the best option for you?
We take a look at the recent deal by Charles Schwab and Envesnet Tamarac to see what the recent acquisition of PortfolioCenter could mean for you.
Traditionally, the financial sector has been slow to invest in and adopt groundbreaking technologies. However, in 2018 we saw a number of well-established institutions kick “tradition” out the door to make way for the real world results produced by a number of fintech applications that have established their proof of concept as well as their viability in today’s market.