eMoney Advisor

APRIL 6, 2023

In a 2022 advisor technology study, 56 percent said they chose each tool on an individual basis, with an average of five tech vendors per practice. If you’re interested in a particular tech provider, check to see whether they have service consultants who can help you build a lineup of tools around a specific piece of technology.

CFP 76

CFP Financial Planning Clients Planning 76

Brown Advisory

JUNE 3, 2015

In Brown Advisory’s most recent annual report, I wrote that our firm is guided by a desire to solve “puzzles” for our clients—to put the right pieces together so we can answer the big questions: What do you need to successfully reach your goals? We are certainly not alone in trying to help clients solve this particular puzzle.

Investing 52

Investing Investments Clients Portfolio Management 52

eMoney Advisor

APRIL 13, 2023

Most scenarios lean heavily on technology. Your financial planning platform will ideally integrate well with other elements of the advisor tech stack, provide client-facing tools, enable account aggregation, and help organize the financial documents crucial to a financial plan. Here, we explore these four aspects in depth.

Banking 74

Banking Clients Planning Financial Planning 74

Sara Grillo

MARCH 13, 2023

Geraci is puzzled by the fact that in 2022, every single asset class other than commodities went down, and gold was only down by 2% yet there were not major inflows. Sara G Biographies About Phil Bak Phil is the Founder/CEO of atNav, an early stage capital markets technology company. SPY’s crown may be taken by VTI in that case.

Financial Advisor 59

Financial Advisor Assets Management License 59

The Big Picture

OCTOBER 17, 2023

Now the fundamental side can adapt, it can bring in more and more technology to help it to assess that core variable, which is intrinsic value, which is the true underlying value of the business. It’s like, can you answer this puzzle? You can have two or 3% fed funds rates and still have technologically induced deflation.

Investing 130

Investing Investments Clients Numbers 130

The Big Picture

APRIL 25, 2023

I love — RITHOLTZ: The puzzle. HAMBURGER: Well, more than the puzzle, I love coming up with a solution when they can’t even formulate the question. What did the firm pay to successfully acquire and integrate this firm? The reason for that is — RITHOLTZ: Technology. HAMBURGER: — is technology.

Compliance 150

Compliance Wealth Management Clients Management 150