4 Best Practices for API Implementation

“The concept of an API pre-dates the advent of personal computing, let alone the web, by a very long time.” – Martin Bartlett, Programmer Back in February 2000, Salesforce.com became the [...]

Crystal Ball Gazing: FinTech Predictions for 2017

In words attributed to Mark Twain and Yogi Berra, “It is dangerous to make forecasts, especially about the future.”  However, in an industry as fast-changing as asset management, accurate [...]

4 Smart Strategies for Keeping Client Anxiety at Bay

“If information was the answer then we’d all be billionaires with perfect abs.”  — Derek Sivers It’s clear that our clients are overwhelmed with information. From [...]

3 Reasons Why Synchronizing Digital Advice Can Help Advisors Win the Gold

The Olympic Games are an amazing showcase of human potential and mastery. An event such as synchronized diving is particularly impressive, as the athletes have to work together in perfect unison [...]

The UBERization of Financial Advice: It’s Time to Integrate or Stagnate

“When you come to a fork in the road, take it.” – Yogi Berra Robo-advisors aren’t just here to stay—they are here to take over and disrupt the traditional business model for investment advisory [...]

Better Goals-Based Tools Help Wealth Managers Keep The Wheels Rolling

Goals-based wealth management is not about re-inventing the wheel. It is about helping to align the different wheels of a client’s holistic financial plan so they roll smoothly throughout a [...]

Firms Look for Wider Nets to Oversee Rep-As-Portfolio-Manager Growth

Just as Chief Brody kept vigilant watch over his beach for a predatory shark, wealth management executives must also maintain thorough oversight of advisors who make use of [...]

Hacking Attacks Shift Security Paradigm for Broker-Dealers and RIAs

Officials at the Pentagon and the military community have expressed outrage at the recent hacking of the U.S. government’s Office of Personnel Management (OPM). This cyber-theft, which has been [...]

Orchestrating Advice Through Goals-Based Wealth Management

“The conductor must manage the collective conscience of a hundred musicians to breathe life into the score.” – Charles Munch, symphonic conductor, violinist and former music director of the [...]

Wealthfront Is No Charles Schwab, Yet!

  “Wealthfront reached its first $1 billion in assets in less than half the time it took Schwab. We hope that by focusing on Millennials the way Schwab focused on Baby Boomers, we can [...]

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