February 5, 2018
If you had any doubt about who the technology thought leader among the major RIA custodians is, the 2018 LINC Conference should have put those doubts […]
June 20, 2016
At the recently concluded TD Ameritrade Elite LINC Conference I had the opportunity to attend a session on the proposed Financial Crimes Enforcement Network (FinCEN) anti-money […]
June 17, 2016
“Integrated” and “transparent” are common buzzwords associated with today’s wealth management technology platforms—except when it comes to accounting for trusts with multiple beneficiaries, as well as […]
June 15, 2016
Compliance is complicated, right? Wouldn’t it be nice if there was an app for that? There is. In fact, there are two of them. Plus a […]
June 14, 2016
As one of the most enduring and insightful thought leaders in our sphere, Bob Veres (www.BobVeres.com) is continually trying to figure out how to improve and […]
June 8, 2016
What’s truly important to the ongoing success and growth of your business? A lot of potential candidates for the category of “truly important” may have sprung […]
May 24, 2016
While at the T3 Enterprise conference, November 2015, Drew DiMarino of eMoney Advisor tells us why now more than ever client experience matters. Marie Swift of […]