Practice Management

October 18, 2016
Published by Joel Bruckenstein at October 18, 2016
Categories

The Power of the eMoney/Fidelity Combination Begins to Reveal Itself

Fidelity recently announced the initial rollout of their new total advisor platform, beginning a multi-year effort that will continue through at least 2018.  The goal of […]
Do you like it?0
0 Read more
October 18, 2016
Published by Joel Bruckenstein at October 18, 2016
Categories

Fidelity to Launch Digital Advice Platform for Advisors

Ever since the launch of Fidelity’s direct-to-consumer digital offering (robo advisor) was announced, I’ve been anxious to see what Fidelity had in store for advisors. The […]
Do you like it?0
0 Read more
October 12, 2016
Published by Joel Bruckenstein at October 12, 2016
Categories

eMoney Takes their Summit to the Next Level

eMoney Advisor recently hosted its third annual Advisor Summit at The Ritz-Carlton Laguna Niguel in Dana Point, California. Approximately 650 financial services professionals from across the […]
Do you like it?0
0 Read more
October 10, 2016
Published by Jason Lahita at October 10, 2016
Categories

The Golden Age of FinTech in Wealth Management

I tweeted recently that the Fall season in the independent advisory industry draws parallels to football season – after a prolonged, fairly sleepy Summer of re-charging, […]
Do you like it?0
0 Read more
October 6, 2016
Published by Eric Clarke at October 6, 2016
Categories

Are Sleeve Accounts Right for You?

If you’re like me, you remember the first days of home Internet. When I first experienced it in the form of dial-up connection, it seemed like […]
Do you like it?0
0 Read more
October 3, 2016
Published by Joel Bruckenstein at October 3, 2016
Categories

The eMoney Hackathon

INNOVATION BY DESIGN In a bold move, eMoney hosted its first eMoney Hackathon in conjunction with the recently concluded eMoney annual users conference. I served as […]
Do you like it?2
0 Read more
September 28, 2016
Published by Paul Cantrell at September 28, 2016
Categories

Use Your Tech Tools To Codify Consistency

Is your office consistent in terms of how it goes about handling the client onboarding process? In how it goes about managing and meeting client expectations? […]
Do you like it?0
0 Read more
September 27, 2016
Published by Eric Clarke at September 27, 2016
Categories

The New Age of Client Referrals

As a financial advisor, you’re in the business of relationships. You build relationships with clients so you can manage their wealth for them, and doing that […]
Do you like it?0
0 Read more
September 19, 2016
Published by Joel Bruckenstein at September 19, 2016
Categories

Portfolio Management, Reconciliation and Accounting – Some Thoughts on Outsourcing for Financial Advisors

During the last few weeks, I’ve had the opportunity to attend both the Orion FUSE event and the SS&C/Advent Deliver Conference. The two events could not […]
Do you like it?0
0 Read more
August 30, 2016
Published by Eric Clarke at August 30, 2016
Categories

How Your Portfolio Accounting System and CRM Can Work Best Together

It’s not too hard to come up with a list of things that work better together: Sonny and Cher, waffles and fried chicken, Simon and Garfunkel—although […]
Do you like it?0
0 Read more
Load more