Vestorly delivers next-generation client engagement

3 Ways Vestorly Delivers Next-Generation Client Engagement

Once upon a time, creating client engagement online took a lot of time and effort. Advisors labored to create original content, or scoured the Internet for articles to share. Results were often stodgy, boring, and mediocre. Clients and prospects ignored the shared content, and no one lived happily ever after. Along came a wave of startups looking to […]

portfolio rebalancing software

3 Secrets of Portfolio Rebalancing by Michael Kitces

Rebalancing is a word that advisors know all too well.  With so much already written about portfolio rebalancing software and strategies, what is it about the subject that fills a conference room to capacity?  That is what I was wondering while sitting in the audience at the IMCA’s 2016 conference, waiting for Michael Kitces to take the stage and […]

Barron's Top Advisors

Barron’s Top Advisors: 4 Successful Growth Strategies

How can financial advisors grow their practice to over a billion dollars in assets?  What are some of the key decisions that successful advisors made to achieve their explosive growth?  How did they adjust their business priorities to meet dynamic market conditions? Three financial advisors, all with over $1 billion in AUM, offered their answers to these questions and more in the Barron’s top advisors panel […]