Compliance Investments Planning Practice Management 
Nerd's Eye View
FEBRUARY 2, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a Morningstar survey has found that financial advisory clients are more likely to stick with their advisor for emotional reasons rather than investment returns alone.
Nerd's Eye View
NOVEMBER 6, 2023
And be certain to read to the end, where we have provided an update to our popular "Financial AdvisorTech Solutions Map" (and also added the changes to our AdvisorTech Directory) as well!
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CFO Share
MAY 6, 2024
Shopify) Construction requires job costing Retail requires inventory management Clinicians require HIPPA compliance Professional service providers require integrated practice management systems More features mean a more expensive, complex, and boutique system. Going against their preference will hurt their productivity.
Nerd's Eye View
FEBRUARY 17, 2023
Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the SEC is proposing to expand the adviser custody rule beyond securities and funds to cover all assets in a client’s portfolio, including private securities, real estate, derivatives, and cryptoassets.
PYMNTS
DECEMBER 7, 2020
Revolut Business customers using paid plans will receive monthly allowances for free U.K. Serent Capital Invests In Procurement Partners. Procurement Partners , which works on procure-to-pay services for healthcare providers, has received an investment from Serent Capital , according to a press release. percent fee for U.K.
Nerd's Eye View
MARCH 13, 2023
However, the reality is that it’s very expensive to build and maintain technology, especially when considering the full range of CRM, portfolio management, financial planning, and more than a dozen other sub-categories of technology that financial advisors use in their firms. broker-dealers, RIA aggregators, TAMPs, etc.)
Nerd's Eye View
FEBRUARY 14, 2023
What's unique about Jim, though, is how he has built an RIA platform approaching $25B in AUM in just 5 years, and the way he’s managed everything from hiring and staffing to raising outside investor capital in order to make the investments necessary to achieve scale as a middle and back-office support platform for independent advisors.
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