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Mar 13, 2020

Unlocking the full potential of your data

One of the most prominent challenges when it comes to data access is the increasing expectation of stakeholders. The more data available, the more complex the requirements tend to become; it’s a self-perpetuating problem that will only get bigger if you are not employing the right technology.

Mar 10, 2020

Cybersecurity challenges for family offices: FWR Family Office Fintech Summit

Are family offices paying enough attention to cybersecurity, and do they approach the challenge with the right people and technology? Should the family office sector regard big cloud providers as a risk to mitigate against? These are some of the questions we plan to address at the upcoming the 5th Annual FWR Family Office Fintech Summit on Tuesday March, 17 in New York.

Oct 15, 2019

Succession or sell: when wealth managers reach a fork in the road

After upending the commission-driven brokerage model back in the 1980s, the independent, fee-based wealth management business surged beyond anyone’s expectations over the next three decades. It’s no secret that the baby-boom clientele that fueled and sustained that growth is now reaching or well into retirement age.

Apr 25, 2019

The power of a technology partner

There is a clear difference between a “technology provider” and a “technology partner.” Both offer a solution that modernizes, optimizes and digitizes your business. However, only a partner will provide a level of personalized service that works as an extension of your team.

Feb 7, 2018

Technology tops the agenda at TDA LINC

The brightest RIA stars were shining this past week at the 22nd annual TD Ameritrade Institutional LINC conference. Over 3,200 attendees, including 1,900 advisors, gathered for 3 days of non-stop conference action.

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