The Connected Advisor 
The Rising Tide 
Kyle Van Pelt on the Advisor Tech Stack Problem
Transcript: Brad Johnson: One of the biggest frustrations I see with let’s just say here’s an advisor. They’ve been doing this 10, […]
How a Data Warehouse Influences Your WealthTech Software Choices
As a technology leader at a major financial services company, you understand the critical importance of selecting and integrating software that can […]
Getting Data In and Out of Your Data Warehouse: Best Practices and Tools
Data extraction, transformation, and loading (ETL) processes, data integration tools and techniques, data cleansing and validation, data security and privacy, and querying […]
How a Data Warehouse Strengthens Decision-Making for Advisors
A data warehouse can be compared to the backbone of a financial advisor, providing a sturdy foundation for decision-making and supporting the […]
Customer Launch: Taiko Introduces Strategy Galleries
We are stoked to watch our customers launch industry-shifting solutions like Taiko’s Strategy Galleries – A Platform Feature Enabling Advisors to Efficiently […]
Citywire Review: RIAs Shift Focus from AUM to Holistic Metrics of Success
Recap of Andrew Forech article: “Schwab study says RIAs are looking for indicators of success beyond AUM” As the financial landscape evolves, […]
The Rise of Large Language Models and their Impact on Financial Advisors’ Client Experience
How AI-powered language models are reshaping the financial services industry, and why you should care As we move forward in an era […]
Streamlining Your Financial Services with Milemarker: Unlocking the Power of Data Warehousing
As a financial services leader, you may have experienced the challenges of integrating data and systems within your organization. However, Milemarker is […]
Creating the Next Generation of Advisor Platforms – Orion Fuse Show Podcast
[vc_row][vc_column][vc_column_text] Originally published by Orion Technology plays an essential role in every industry, and financial services are no exception. With the growing […]
How Data Drives Better Business with Kyle Van Pelt – Orion Fuse Show Podcast
Originally Published by Orion As financial services become more technology-driven, the role of data in providing a seamless advisor-client experience has become […]
Data Streaming and Data Warehousing: The Fintech Stack of Tomorrow
Financial advisors should be well-versed in data streaming and data warehousing to maintain a competitive edge and provide superior service to their […]
The Future is a Data Stream – Why Data Streaming Will Reshape the Future of Independence
Data is the lifeblood of our economy and it will shape the future of independence. The dawn of the digital age has […]
