SEI: Beat The Custody Conundrum
In light of all of the recent consolidation, service challenges and new entrants, many advisors say it's time to at least consider a new custodian.
Recent
SMArtX Strategy Spotlight: Dana Investments
The Dana team votes proxies for clients that wish us to do so and engages with companies one-on-one or in conjunction with other asset managers.
Dynasty Welcomes Back $1 Billion Ascent Wealth Partners
Ascent has reengaged with Dynasty to continue the level of customized wealth management services they provide their clients.
Dynamic: Broadening the Investment Universe for HNW Individuals
Private markets representing a “much larger investable universe” is the No. 1 reason private investments may warrant consideration in most portfolios.
Envestnet and Cryptocurrencies: What’s Coming
If your clients are asking questions about crypto, you’re not alone. It’s estimated that more than 1 billion people will invest in crypto this year.
AssetMark: 5 Practices that Hurt Advisors Client Retention
Churn. It's an unpleasant reality for everyone in the financial industry. How do advisors lose clients they worked so hard to attract initially?
FusionIQ: Retain Credit Union Members Through Digital Investing
As next-generation investors turn to digitally-enabled fintech platforms accessible right from their smartphone, retention has become a challenge.
