Nerd's Eye View

OCTOBER 2, 2023

Read the analysis about these announcements in this month's column, and a discussion of more trends in advisor technology, including: Brand design consultancy firm Intention.ly

Communication 228

Communication Portfolio Management Clients Tax Planning 228

Nerd's Eye View

NOVEMBER 7, 2022

As with Altruist, the ‘other’ new startup RIA custodian to launch in recent years, Entrustody is pledging to have a more modern interface with a better user experience, more and deeper integrations, and a more transparent price structure than ‘traditional’ custody services.

Risk Tolerance 171

Risk Tolerance Compliance Startup Clients 171

Clever Girl Finance

JULY 10, 2023

To gain a job in this field, you may need to have business experience and expertise in the subject, for example, IT or consumer electronics. Average salary: $112,513 Skills needed to become a product manager: Critical thinking Organization Business understanding UX knowledge Communication Collaboration Subject expertise Strategic mind 2.

Engineering 40

Engineering Communication Education Medical 40

The Big Picture

OCTOBER 19, 2022

We’re owned by our clients. It was a startup. It felt like a startup. I mean, it wasn’t quite a startup. So it was really, really fun startup, very collaborative, felt like a family. What exactly does it do, and what sort of clients and customers are you working with? RAMPULLA: Yeah.

Financial Advisor 280

Financial Advisor Clients Taxes Investing 280

The Big Picture

MAY 16, 2023

And I’m like, dad, I found I need 25 grand to get going and my dad said send me a business plan. I went to business school RITHOLTZ: He just wanted you to go through the exercise. LINDZON: No, so obviously, I did the business plan, I’m kidding. I’m like, dude I’m your son. RITHOLTZ: Yes.

Media 284

Media Investing Investments Valuation 284