Press Releases

There’s no question that switching custodians is a big undertaking for an RIA. But making a change is well worth the effort if it means you can offer better support, products, or services to your clients. If you are considering transitioning to a new custodian,...

Only time will tell just how much the pandemic affected how we do everyday business on a long-term basis. If the last three years have proven anything, it is that firms need to have access to efficient and adaptable technology that is robust and can provide the...

We’re spoiled by expecting immediate transactions, whether we’re buying a gift on Amazon or buying and selling equities. Real-time electronic data protocols, like FIX (Financial Information eXchange), facilitate the instantaneous updates that notify you of the...

Over the years, firms have constantly rotated between proprietary technology and using shared concepts and resources. While there are many benefits to home grown or custom designed systems, initial development costs and the ongoing maintenance of those can limit...

By Todd Shriber, Advisorpedia Clearinghouses are often viewed as the middlemen of financial markets, and the services they provide are essential. Independent broker-dealers know as much and those looking to grow and streamline their firms also know the value in...

Gen Z spans in age from just 10 years old to a not-so-seasoned 25 years old today, but that age range may belie the opportunity presented for financial advisors, especially if they are the children of current clients who will eventually inheri\t their wealth....