What’s the best way to get financial planning functionality into the hands of more advisors? Standalone applications, like MoneyGuide Pro and eMoney Advisor, or “lite”financial planning
How much do you need to spend to build a wealth management platform that is able to compete with the established market leaders? Around $60 million,
(This article was originally posted on Fundfire) By Danielle Verbrigghe July 31, 2017 Wells Fargo’s inadvertent release of sensitive client and advisor information last week illustrates the
It wasn’t supposed to be this way The robo-advisor concept began as an idea that could disrupt the wealth management industry. It started moving through a series
“Without change there is no innovation, creativity, or incentive for improvement. Those who initiate change will have a better opportunity to manage the change that
In one of the most unusual transactions that I have seen in wealth management, a firm with zero industry footprint has laid out a boatload
It was an idea born of convenience. Neal Ringquist, President and Chief Operating Officer of Advisor Software Inc., was planning a trip to St. Louis
Fundfire featured an article yesterday about FolioDynamix adding a new client in the bank trust space. They called me for comments on how the company
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