The Connected Advisor
Solving Your Integration Problem is Now a Reality
Since you last heard from Milemarker we have been hard at work building connections with many of the tech partners you work […]
The Big Promise: Can Digital Tools Really Change Advisors’ Lives?
[vc_row][vc_column][vc_column_text]Recently Published in Financial Advisor, written by David Conti High Tech; High Touch In the 1980s, futurist and Megatrends author John Naisbitt predicted that […]
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. […]
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 […]
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, […]
Achieving Data Lake Success with Milemarker’s Expert Team and Done-for-You Approach
In the rapidly evolving landscape of wealth management and financial services, data has become the new currency. Firms are inundated with vast […]
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 […]
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 […]
What Is Integration as a Service?
TL;DR – Data and applications that are already in the cloud and the ones that hide in on-premise data silos can be brought […]
