Crescent Grove Advisors: Sifting The Data Looking For Trends

Feb 23, 2024

Nick Kochanski, CFO and senior client advisor at $4.5 billion AUM Crescent Grove Advisors, uses advances in technology to look at client and firm data in news ways to drive growth.

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Why the Future of Advice Will Be Holistic and Connected

Mar 28, 2024

Explore the cutting-edge data-forward approach that is reshaping wealth management at Envestnet.

The Opportunity for Advisor Growth in the Retirement Market

Feb 22, 2024

Technology innovations have made it easier than ever for non-retirement-expert advisors to offer retirement solutions.

Aaron Klein Joins Tech Consultancy Ezra Group as 'Executive in Residence'

Feb 21, 2024

Klein recently also joined wealthtech startup Fynancial as a strategic advisor.

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How AdvisorEngine and Schwab Help Scale Operations

Feb 20, 2024

AdvisorEngine announces it's the first company to complete an integration with the new Schwab iRebal® platform.

Adjusted for Risk: Opportunities Await Advisors to Enhance Client Relationships Through Security and Privacy

Feb 20, 2024

BUNKR co-founder and CEO Kurt Long talks about the evolution of the wealth management space and how the relationship between advisor and client is becoming tighter.

Ensemble Capital: The Tinkering Never Ends

Feb 16, 2024

Matt Pearson, chief operations officer of $1.5 billion AUM Ensemble Capital, and his team are unafraid of trying new technology.

WealthStack Roundup: Datalign's Impressive Numbers

Feb 16, 2024

Our often grumpy technology columnist filters through the noise of tech announcements this week, singling out a few, and asks for reader input.

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How Orion and Redtail Are Boosting Advisor Efficiency with New Features

Feb 23, 2024

Orion Announces Client Communication Technology at T3 with Redtail Suite Sync.

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Revolutionizing Advanced Planning: How FP Alpha Automates Estate, Tax, and Insurance Planning

Feb 15, 2024

FP Alpha is transforming financial planning with AI-driven automation and scenario modeling, making advanced planning accessible and efficient for advisors and their clients.