The Connected Advisor
Milemarker Appoints Kyle Van Pelt As CEO
FOR IMMEDIATE RELEASE Milemarker, Inc. March 17, 2022 Milemarker Appoints Kyle Van Pelt As CEO, Furthering Focus on Revolutionizing Integration, […]
Technology Decisions in a Data Driven Organization
TL;DR – Selecting your own technology stack won’t make your business good, but implementing technology has six separate but related areas that […]
Data Synchronization and Firm Aggregation
TL;DR – Your disparate systems can make beautiful music together and give your firm the edge it needs to reach your top […]
Failing to Plan is Planning to Fail
TL;DR – Your business needs a guide to create and implement a best in class technology plan. Every morning, I wake up […]
5 Chrome Extensions to Help You Work & 1 for Better Collaboration
TL;DR – Productivity and collaboration are keys to effective work. Use the right tools to stay efficient. A long, long time ago, […]
An Advisor’s Look at Gathering & Maintaining High-Quality Data
TL;DR – Your SaaS solutions manage your data. It’s up to you to make the right decisions around processes and tools that […]
The Financial Services/Wealth Technology Innovation Problem is Really a Data Problem
TL;DR – Download a checklist to help you select new technology to stave off buyer’s remorse. Back in the “Before Times,” when […]
Look Outside
TL;DR – You need to look outside your own industry to find the expertise your industry needs. It started off as a […]
