The risk landscape is rapidly evolving, and wealth managers are seeking out new solutions to measure and manage risk for their clients investment portfolios. This area of financial planning goes well

Marc Chaikin didnt have to come out of retirement, but after watching the 2008 financial crisis unfold around him, he decided to build a technological solution. Based on a 20-factor quantitative mode

RIAs have a billing problem. Mainly because the process has always been manual and prone to errors. Enter Smart Kx the only software system designed specifically to help financial advisors dynamical

When it comes to retirement income planning, an advisors role must go beyond getting clients to retirement, its also about getting them through retirement. If advisors only concentrate on accumulati

The value of protective investments has become more evident as the traditional 60/40 portfolio allocation has continued to become less attractive. Investors are seeking alternatives that will mitigate

As financial planning becomes more accessible, the U.S. population is looking to become more financially fit. Advisors can help clients achieve this by having a deep understanding of their clients

RIAs who are seeking balance between evolving high-tech solutions with high-touch advisory services may need to consider a tech-forward TAMP. The TAMP model continues to be appealing to advisors becau

After spending years in a suit and tie and feeling held back by technology within the broker-world, Derek Notman, CFP, made the decision to take his practice completely virtual. While that was back i

From the metaverse to alternative investments, the future of investing is going to look very different. Alternatives have historically been reserved for institutions, as alternative asset managers tar

Investors are looking for more complex advice, so how is technology helping bridge the gap in areas of financial planning that are currently underserved, like estate and tax planning? In this episode