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Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

Number 8860726. Most clients want to know their ‘Am I OK numbers,’ and we can show a number or a summary, that is what makes it unique,” he said. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Registered in England and Wales.

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MiB: Aswath Damodaran: Valuations, Narratives & Academia

The Big Picture

He tells his classes “ What makes for a good valuation is you’re either a disciplined storyteller or an imaginative number cruncher.” ” Damodaran wants the verbal half of the class to use the numbers intelligently, while the more mathematically inclined need to put those numbers into a narrative that is understandable.

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Our Technology Columnist's Takeaways from Wealth Management EDGE

Wealth Management

Number 8860726. He reminded attendees that saving their data, their daily downloads, can serve as an insurance policy of sorts for their performance data, a good reminder in light of Morningstar’s February announcement that it is shutting down Office and its consequences for many advisors. Registered in England and Wales.

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RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth

Wealth Management

Number 8860726. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Some RIAs can turn volatility into a growth engine.

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Montis Financial: Creating a Raving Fan Experience

Wealth Management

Number 8860726. Reporting & Portfolio Management: Orion JY: When Tucker and I bought the firm, they were already on Orion. We do some things, such as bulk uploads of quarterly systems or bulk uploads of invoices, and some of those things are a lot easier when Orion is our portfolio management system.

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

Wealth Management

Number 8860726. 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. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

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MiB: Jeffrey Sherman, DoubleLine Deputy CIO

The Big Picture

Sherman oversees and administers DoubleLine’s investment management subcommittee; serves as lead portfolio manager for multisector and derivative-based strategies; and is a member of the firm’s executive management and fixed-income asset allocation committees.