May 20, 2016

Outside IQ – Uncovering Risk

Financial services firms have an affirmative responsibility to know their clients and to make sure they avoid doing business with bad actors, be they criminals, terrorists, […]
May 20, 2016

Tips for Effective Client Meetings

Tips for Effective Client Meetings Think about the last movie you enjoyed. The Martian? Bridge of Spies? Whatever the movie, the thing that set it apart […]
May 18, 2016

Tricia Rothschild on Unraveling the Knot of Complexity

While at the T3 Enterprise Conference, November 2015, Tricia Rothschild of Morningstar shares key take-aways from her keynote speech on unraveling the knot of complexity in […]
May 16, 2016

The Most Important Metrics for a Data Driven Advisor

Think of what a difference yeast makes to bread. Without yeast, bread is flat, crunchy, and it tastes like a cracker. Yeast is the growth stimulant […]
May 12, 2016

Technology Brief – An LPL Update

I had an opportunity to chat the other day with Victor Fetter, CIO of LPL Financial, the largest organization of independent financial advisors in the United States. […]
May 11, 2016

Marstone and Pershing complete platform integration; Currently onboarding institutional clients onto Powered by Marstone™

MARSTONE, Inc. today announced the launch of Powered by Marstone™, an innovative digital wealth management solution currently onboarding financial institutions and their clients. Powered by Marstone […]
May 11, 2016

InvestCloud Announces the Launch of BB8; Next Generation Digital Platform

InvestCloud, Inc, the first of its kind Digital Applet Platform for the financial services industry, supporting 660+ advisors and institutions with $1.5 trillion on platform, announced […]
May 11, 2016

Technology Brief – Marstone

Last week, Pershing’s Mark Tibergien announced that his firm is adding three B2B robo providers to its list of integration partners. The three are Vanare, SigFig, […]
May 10, 2016

Oranj Incorporates Laser App Software to Improve Advisor Productivity

Laser App Software, the premier provider of forms automation and management software for the securities and insurance industries, has announced that Oranj, a leading innovator in […]
May 10, 2016

Fidelity Celebrates Financial Advisors Who Are Building Great Businesses

Call for Self-Nominations Opens for the Second Annual Fidelity Be Greater® Awards Fidelity Clearing & Custody Solutions, the division of Fidelity Investments that provides clearing and […]