Bill Crager, co-founder and chief executive officer of Envestnet, explains how investing can bridge the gap between a person’s financial reality today and their dreams for the future.
Brian McLaughlin, president of Orion Advisor Technology, discusses how advisors and broker/dealers can more easily comply with SEC regulations around text messaging.
Carl Richards, chief brand officer at Elements, explains how thinking differently about planning can enable advisors to serve more of the population.
Schwab RIA execs reconfirmed repapering will not be needed for the majority of accounts, and ThinkPipes and iRebal will be included on Schwab's platform.
Founder and CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.