How to Choose an Account Aggregation Tool
Account aggregation technology has been available in various forms for many years.
The Buzz, the Cloud and Product Intros: 2014 T3 Advisor Tech Conference
We may have reached a turning point where advisor tech decisions are less about software and more about navigating a patchwork of integrations.
Americans’ Top Concern: Sex or Money?
A quarter of affluent couples say money worries affect their libidos, a survey finds.
In the Pipeline
For advisors, one of the most ballyhooed promises of the dot-com era has failed to materialize--account aggregation has not made significant headway. If you remember...
A Revolution That Hasn't Happened
Why aren't advisors taking advantage of applicatio
Three Who Will Make a Difference
Three guys you may never have heard of--Rich Freybe