Generally speaking, financial advisors and the firms that serve them have done a tremendous job of responding to the COVID-19 crisis. Although many of us are […]
As Mark Tibergien gets ready to hand over the leadership of Pershing’s RIA business to his protégé Ben Harrison, there is change afoot at Pershing. The […]
When it comes to portfolio management and accounting software, there is no lack of competition. Albridge has historically done well among hybrid RIAs, although Morningstar, which […]
Once again, in 2020, for the third year in a row, CFP programs around the country will compete for dominance in RIA technology development. The annual […]
The theme of this year’s Schwab IMPACT Conference was “All In”, and it was gratifying that the theme extended to technology. When I last visited IMPACT […]
Fiduciary financial advisors should own the 401(k) market. There are still way too many high cost plans out there that have hidden fees, a sub-optimal line-up […]
In a major policy shift, the CFP Board plans to grant continuing education (CE) credit for technology programs. The CFP Board has not historically granted CE […]
I recently had the pleasure of attending the 10th annual TD Ameritrade Tech LINC, formerly known as the TD Ameritrade Institutional Technology Summit. TD Ameritrade was […]
From the moment I set foot in the San Diego Convention Center, the site of the recently concluded LPL Focus Conference, the technology focus was evident. […]
Salesforce, the world’s leading CRM platform provider, announced today the release of a new bundled solution for financial services professionals. Dubbed “Grow Client Relationship Fast Start” […]