Remove Communication Remove Financial Services Remove Portfolio
article thumbnail

The Digitally Borderless Society Is Coming—And Faster Than We Think

Wealth Management

From Point Solutions to Seamless Intelligence For decades, our industry has relied on integrations—APIs painstakingly connected across custodians, CRMs, planning tools and portfolio management systems. One system talks to another—if an API exists, if someone maintains it, if both systems support bidirectional communication. No problem.

article thumbnail

Weekend Reading For Financial Planners (June 8-9)

Nerd's Eye View

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Wealthspire Advisors: Reimagining the Wealthstack After Nine RIA Acquisitions

Wealth Management

We were looking to balance innovation with our boutique-level service. CRM: Salesforce Financial Services Cloud (FSC) With nine firms coming together, there were best practices all over the place. formally launched Wealthspire 2.0 in summer 2024. The screens are simple, clean and raising the most important things to my eyes.’

article thumbnail

Berkshire’s Breakout Stocks: 5 Names Showing Strength and Buffett-Approved Fundamentals

Validea

But some of the stocks in Berkshire Hathaway’s portfolio are not just value plays – they’re momentum leaders too. Top 5 Breakout Stocks in Berkshire Hathaway’s Portfolio 1. Capital One Financial (COF) 12M Relative Strength: 84 P/E Ratio: 16.1 Charter Communications (CHTR) 12M Relative Strength: 84 P/E Ratio: 10.9

article thumbnail

#FASuccess Ep 394: Launching An Administrative Family Office Practice To Deliver Your Best Support To (HNW) Clients, With Christi Van Rite

Nerd's Eye View

What's unique about Christi, though, is how she evolved her career into providing this type of unique family office service after nearly a decade of working as a more 'traditional' financial advisor, when she realized that she had developed a unique skill set to get very deeply involved in the (many) administrative demands of running complex ultra-high-net-worth (..)

Clients 130
article thumbnail

Building A Portfolio To Offset Position Risk

Brown Advisory

Building A Portfolio To Offset Position Risk achen Mon, 10/16/2017 - 11:53 For years, our firm has built equity strategies that fit squarely into traditional style boxes, like “U.S. As a financial services company, those factors include interest rate sensitivity and financial-sector exposure. Let’s call the stock "XYZ."

article thumbnail

Building A Portfolio To Offset Position Risk

Brown Advisory

Building A Portfolio To Offset Position Risk. Working in close collaboration, our equity research team and private client portfolio managers have opened a new frontier in portfolio building, enabling us to offer truly customized portfolios that fit our clients’ specific circumstances. Mon, 10/16/2017 - 11:53.