Practice Management

February 1, 2018

Risk-smart, Tax-smart Multiple Account and Product Optimization could be the Next Big Thing

The typical household has five or six accounts spread among two or three advisors.  As these families look toward the future, they want to know how […]
December 28, 2017

5 Things to Check Before Choosing a New Platform

When it comes to choosing the right technology solutions for your firm, you know it’s important to kick the tires and check under the hood of […]
December 21, 2017

Financial Freedom by PIEtech, Inc. Helps Clients Budget and Manage Debt

PIEtech’s MoneyGuidePro is excellent financial planning software for advisors doing comprehensive planning with clients that have assets and who typically are not dealing with significant debt […]
December 18, 2017

Schwab Advisor “StreetSmart Edge” offers Advanced Quotes, Trading and Market Data

This year’s Schwab IMPACT conference was a bit light on major Schwab technology announcements, but there was one very interesting new offering from Schwab that has […]
November 3, 2017

SS&C Acquires Modestspark, Absorbs Employees, Adds 400 Clients

SS&C Technologies Holdings, Inc. (Nasdaq:SSNC), a global provider of financial services software and software-enabled services, announced its acquisition of Modestspark, a leading digital service provider to financial […]
November 2, 2017

Riskalyze: Much More than a Risk Number

From a humble beginning five years ago, Riskalyze has grown rapidly to become the industry leader among third party risk assessment software (Source: 2017 Software Survey […]
August 31, 2017

Joel Bruckenstein Announces Initial Slate of Speakers, Agenda for T3 Enterprise Conference 2017

Financial industry leader Joel Bruckenstein and his T3 event planning teams are in the final stages of preparing for the fifth annual T3 Technology Conference for […]
June 28, 2017

Millennial Money: Questions Every Advisor Should be Prepared to Answer

I’ve worked in the financial technology industry for nearly six years and have helped countless financial offices get up and running with Redtail as their new […]
June 20, 2017

Fidelity Updates Advisor Technology Study: eAdvisors Experience Higher AUM, Compensation, Job Satisfaction

Two years ago, Fidelity Clearing & Custody SolutionsSM (FCCS), released their first eAdvisor study. The study instantly became a favorite of ours because it clearly indicates […]
May 25, 2017

Five Essentials of a Working CRM Solution for Advisors

What your office does in your CRM today should pave the way for efficiencies and growth tomorrow Regardless of the story of origin for your advisory […]
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