The Connected Advisor
Red Flags When Setting Up Your Firm’s Integrations
The right technology can be a huge boon to financial advisors – automating processes, providing more insights and analytics, and giving clients […]
Five Mistakes Advisory Firms Make With Data and Integrations
Wealth technology integrations and data management can be full-time job. With so many moving parts, it’s easy to make a mistake and […]
What Financial Services Companies Need to Know About AWS
When it comes to the cloud, Amazon Web Services (AWS) is the clear market leader. According to Synergy Research Group, AWS accounted […]
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, […]
The Genesis Of Financial Wellness And Beyond
[vc_row][vc_column][ohio_text text_typo=”null”]This article is part of series featuring key comments from Kim Mackrill and Jud Mackrill on the future of financial advice. […]
The Disturbing and Provocative Future of Financial Advice
[vc_row][vc_column][ohio_text text_typo=”null”]Jud Mackrill leads a discussion with leaders from national RIA’s, Raymond James and Mammoth. Rewatch this event by registering below. Welcome […]
Binders Full of Data
TL;DR – Just having digital records, isn’t enough to make your data useful. Establishing a single source of truth is essential to […]
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 […]
Is Your Data Strategy Unique?
TL;DR – Your data can be untethered from your current systems and technology so that you can filter your future decisions through […]
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 […]
Data Integration – How Hard Can It Be?
TL;DR – Integration challenges can be resolved through planning, communication, collaboration and an excellent API platform. In the year 2021, it’s natural […]
