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% […]
IBM announced the first clients to tap into its IBM Q early-access commercial quantum computing systems to explore practical applications important to business and science. These […]
Regal Assets LLC, a leader in the Gold IRA space, has now added Bitcoin, Ethereum, Litecoin, Bitcoin Cash, Ethereum Classic, Ripple and Dash to its growing […]