The Connected Advisor
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 […]
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 […]
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 […]
What is Data Normalization, and Why Does it Matter to You?
As a CEO, you likely have a lot of data at your disposal. After all, data is one of the most essential tools you have for making decisions about your company, how you serve your clients, and how you build your team. But have you ever stopped to think about how that data is organized? Is it easy to find what you're looking for? Or is it a jumbled mess?
How Amazon Redshift is Helping Financial Services Companies – 7 Key Facts
Recently, the Milemarker team was able to spend multiple days with the team at Amazon, who specializes in Redshift for Financial Services. […]
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 […]
