The Most Effective Way to Stop the Finger-Pointing Game of Dueling Data

Patrick Flaherty( Director - CORE Product Owner & General Manager - Fee Manager )Patrick Flaherty, CIPM, is the Product Owner for CORE Performance and Integrations as well as the GM of Fee [...]

When Your Tech Problem Looks Like a People Problem

Patrick Flaherty( Director - CORE Product Owner & General Manager - Fee Manager )Patrick Flaherty, CIPM, is the Product Owner for CORE Performance and Integrations as well as the GM of Fee [...]

Measuring Advisor Performance Versus Investment Performance

Patrick Flaherty( Director - CORE Product Owner & General Manager - Fee Manager )Patrick Flaherty, CIPM, is the Product Owner for CORE Performance and Integrations as well as the GM of Fee [...]

Is Measuring Advisor Results Really that Important?

High-performing financial advisors who exceed market benchmarks and investment alternatives are highly attractive to new investors. They are adept at using industry insights and assessment tools [...]

Duck, Duck, Duck, DOL, DOL, DOL, SEC!

It seems like we have been going in circles, sitting and waiting for clarification around DOL and the fiduciary standard for so long that many may be ignoring an upcoming rule from the SEC that [...]

When Your Tech Problem Looks Like a People Problem and What to Do About It

As innovation and regulation continue to transform the financial industry, executives across the U.S. find themselves struggling to resolve new challenges. At first glance, some of these problems [...]

The Most Effective Way to Stop the Finger-Pointing Game of Dueling Data

The word data is thrown around so frequently and casually in this era of technological innovation that many people overlook its significance. When we think about data, numbers, statistics, and [...]

REMEMBER TO VOTE: The value of advice versus the value of activity

Maybe through all the Presidential election coverage you missed Merrill Lynch’s most recent announcement. As of next April 10, Merrill Lynch will no longer accept new, transaction compensated [...]

The DOL Proposal – What Does It Mean For You?

Much has been written, and much more will be, about the current Department of Labor (DOL) rule proposal concerning conflicts of interest.  There should be because this proposal covers a lot of [...]

Field of 37 Robo-Advisor Bracket Challenge

During my recent attendance of the semi-annual Tiburon CEO Summit in New York, I was able to not only take in a great deal of information and ideas but I was also able to find a television and [...]

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