January 19, 2018
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 […]
April 27, 2016
I’m walking through the T3 exhibit hall, enjoying that “kid in a candy store” experience that young techies feel at the Consumer Electronics Show. There seems […]
April 21, 2016
“Man, the book was so much better than the movie!” You’ve heard it before or, if you’re a big reader, you’ve possibly uttered it yourself. I […]
April 21, 2016
It’s been a while since the last time somebody tried to create an all-in-one software system for financial planners, and the promising beginning at IFS back […]
April 19, 2016
It’s said the only certainties in life are death and taxes. I’d like to add another to that list: Traffic jams. Unless you’ve spent your entire […]
April 6, 2016
Schwab Advisor Services recently told existing users of the Schwab OneView Integrated Office that they will be discontinuing the offering as of July 31, 2016. The […]
March 28, 2016
Pershing just released a new study entitled “The Emerging Digital Advisor” in collaboration with Aite, an independent research firm. The study highlights five things that readers […]