Taking a ‘Textbook’ Approach to Tech
In 2013, Weston Financial had reached a stalemate. The technology platform Weston had been using – which was not robust enough to carry Weston forward – was being decommissioned by the vendor.
New Solutions for Familiar Retirement Challenges
During a recent class on investing basics she taught to a group of women, Kristen Euretig, a financial advisor in Brooklyn, New York, was asked many questions about 401(k) plans.
Centennial State Sets Cybersecurity Example
Justin Kapahi, VP at External IT, is excited about new cybersecurity regulations for financial firms that were recently passed in Colorado.
What to Do When You Outgrow Your Technology
Henssler Financial has always endeavored to give back to the Kennesaw community, but keeping up with changing regulations and the vast array of investment options calls for a solid technology solution.
Open Architecture Is Key for RIA/BD Hybrids
For hybrid firms, it’s important to do things in as efficient and cost-effective a manner as possible.
Vestwell Scaling Retirement Plan Costs With Technology
Vestwell CEO Aaron Schumm set out to create a platform that could make it easier for workers to save for retirement, and reduce the administrative burden of implementing a plan.
Supporting the Entrepreneurial Advisor
Growing up behind the Iron Curtain in Kiev, Ukraine, Docupace founder Michael Pinsker had always admired Americans' spirit of entrepreneurial freedom.
How a Fishing Proverb Can Be a Tech Lesson
You don’t necessarily need the fanciest, most expensive product to do the job.
Is Your Technology Working Against You?
Technology is meant to simplify an advisor's business, but when Mike Damas set up his independent RIA firm, he found it was doing the opposite.
How to Determine Clients’ True Risk Tolerance
Risk tolerance is a much more complex and deeply nuanced concept than many advisors know.