The AdvisorPeak Blog

Financial Advisory News, Tools and Insight.

WealthTech Marriages: Is It True Love or Heading for Divorce?

WealthTech Marriages: Is It True Love or Heading for Divorce?

This summer is heating up with marriages between WealthTech providers and other players being the talk of the industry. Wedding guests are gossiping that the relationship may not be as blissful as it looks. And the big question on everyone’s mind is “who is the winner...

Aging Advisors + Emerging Technology = A Timely Opportunity.

Aging Advisors + Emerging Technology = A Timely Opportunity.

For the past decade, those of us in the financial services industry have been hearing of a looming financial advisor-shortage crisis. The reasons for the crisis are three-fold: retiring advisors, an aging population, and not enough new talent entering the industry to...

Your Technology and Their Money: What Matters Most to Clients

Your Technology and Their Money: What Matters Most to Clients

Financial industry technology continues to dramatically change the financial advice business, enhancing the client-advisor relationship even further. Gone is the fear that technology would eliminate the advisor, replacing them with a more technologically advanced...

AdvisorPeak Enhances Investment Analytics for RIAs

AdvisorPeak Enhances Investment Analytics for RIAs

Partnership with FinMason integrates analytics engine into rebalancing platform SALT LAKE CITY, June 11, 2020 -- AdvisorPeak announced a partnership today with FinMason, a fintech firm and investment analytics provider, offering AdvisorPeak users world-class portfolio...

“Encumbered by Idjits (Idiots), We Pressed On.”

“Encumbered by Idjits (Idiots), We Pressed On.”

From the movie Young Guns II. The recent global pandemic and the resulting reaction has undoubtedly tested everyone’s patience and fortitude. Sudden disruptions expose weaknesses in strategies and are a time to reflect on what lessons we can learn. Warren Buffet...

Building Your Team Interpersonally: The Key to Success

Building Your Team Interpersonally: The Key to Success

Definition of Team adjective: of or performed by a team a team effort; also: marked by devotion to teamwork rather than individual achievement: a team player Selecting the right team members is critical to the success of any...

The Rebirth of SaaS Through PaaS Components

The Rebirth of SaaS Through PaaS Components

The success of any Software as a Service (SaaS) platform is dependent upon many factors from the beginning development to the end online service that is appealing to users. While SaaS is not new, creating a SaaS platform that delivers consistent results and improves...

Technology: A Key Component of Practice Management

Technology: A Key Component of Practice Management

Practice management is more than just calling clients, sending market reports, using a CRM, or having a marketing plan. While all are important parts of practice management, deciding which technology to use will ultimately determine your practice’s profitability....