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…
Investors’ preference for fee-only advisors currently dwarfs commission-based models. But are they really the best option for you?
Over the past 5 years, we’ve seen a high number of companies entering the SaaS space. Just check your LinkedIn. If you work in technology, then you without a doubt have a large percentage of connections working for SaaS companies. If you don’t work in technology, then I wouldn’t be surprised if at least…
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.