Industry

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 a better...

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 jeopardize the...

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 for more...

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, Data Warehousing...

The Genesis Of Financial Wellness And Beyond

This article is part of series featuring key comments from Kim Mackrill and Jud Mackrill on the future of financial advice. Written by David...

The Disturbing and Provocative Future of Financial Advice

Jud Mackrill leads a discussion with leaders from national RIA's, Raymond James and Mammoth. Rewatch this event by registering below. Welcome to Next Chapter...

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 your business...

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 can set...

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 the context...

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 valuation.  My...

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 earlier than...

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 to think...

Data Lakes and Your Risk of Drowning

TL;DR – Data lakes sound cool, but you probably need something you’ve already heard of instead. I’m a sucker for true crime podcasts. I...

How The Evolution Of Apple's Value Impacts Us All

TL;DR – The fastest way to grow your revenue is to expand what you’re offering to your clients. In the early stages of a...

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 increase its...

On Mixtapes & Hyper Personalization

TL;DR – How you slice and dice your tech gives your clients the mixtape experience that adds value and client retention. Back in the...

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