Orion: Make Room For Boutique Managers Or Just See How The Technology Works
Many advisors prefer to work with boutique investment firms that remind them of their own orientation to the industry: privately owned and unique.
Recent
Flexible Plan: What The FTX?
Frustrated with the crypto exchanges available at the time, Bankman-Fried launched FTX in May 2019. It rapidly became a $16 billion behemoth.
SEI Enhances SEI Wealth Platform with Unified Managed Household Capabilities from LifeYield
New system enabling the automation of asset location recommendations based on anticipated returns and applicable tax code implications.
Envestnet: Why Rely on a Data Specialist?
So you’ve decided to scale up your wealth management firm’s data capabilities. Does it make sense to build your own solution or find a good partner?
AssetMark: The Simple Guide to the Financial Advisor Tech Stack
Too much jargon? We cut through the noise to help advisors navigate the increasingly complex tech solutions available in the wealth management space.
Buckingham: Behind The Scenes
Independent advisors reveal how the firm's tools, back-office teams and processes have been key in helping them build their dream practices.
Dynasty Financial Partners Names Bob Shea as Chief Investment Strategist
He will construct and maintain Dynasty’s Outsourced Chief Investment Officer (OCIO) portfolios and participate in client investment committees.
