Working with structured data feeds is a dream. But in an industry that needs to be increasingly open to alternative asset classes and retail-level accounts, turning unstructured data into a structured back-office-friendly format is the Holy Grail...Read More »
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What does Big Data have to do with the asset harvesting opportunities financial account aggregation provides? Should independent advisors be listening to the buzz?..Read More »
While tablet-based versions of popular wealth management programs are finally coming out, low reported deployment rates indicate that advisors are still relying on makeshift solutions for integrating their mobile computers into their business routine. At this point, the iPad in particular is almost ubiquitous in some corners of the industry. You see advisors pull out their tablets the way they used to pull out a Blackberry or Palm Pilot. Accounting and custody platform providers have bent over backward to create dedicated mobile apps, but uptake rates from giant vendors like Pershing are reportedly under 10%. What’s going on here?..Read More »
Connecting all the data points in your clients' financial lives is key to unlocking new assets. Getting all those data points in the first place doesn’t have to be a grueling task...Read More »
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