FCI, Inc. (formerly known as Financial Computer, Inc.), a Managed Security Service Provider (MSSP) that delivers seamless cybersecurity compliance to protect financial advisors, staff and client […]
Orion Advisor Services, LLC (“Orion”), a portfolio accounting service provider for advisors, has announced that its direct-indexing tool for Advisor Strategy and Tax Return Optimization (“ASTRO”) […]
“Blockchain technology will revolutionize the __________ industry.” The above sentence, with the appropriately filled in blank, has been written thousands of times on internal business plans, […]
Financial advisory firms hoping to meet the next generation of talent will find just what they are looking for at this year’s T3 Advisor Conference. Not […]
The future of mortgage lending holds tremendous promise, but today’s industry vision for how to leverage emerging technology is far too fixated on cost reduction to […]
One could argue that the majority of financial advisors would be better served by spending more time meeting with clients and prospects, and outsourcing investment management […]
I was pleased to appear on Michael Kitces’ #FASuccess podcast on December 26, 2017. We talk in depth about: Recent trends in advisor technology and why […]
Special Security Alert from Joel Bruckenstein, CFP® Late last week, the world at large was made aware of two major flaws in computer chips could leave […]
Junxure, one of the best-known names in advisor CRM, has been acquired by AdvisorEngine. Junxure CRM is the industry’s most awarded CRM product with a 98% […]