The Connected Advisor
Financial Advisor Magazine – Curation is the New Currency
Have you ever wondered why you don’t paint your own house, change your own oil or do your own taxes? It’s not […]
Kyle Van Pelt on the Advisor Tech Stack Problem
Transcript: Brad Johnson: One of the biggest frustrations I see with let’s just say here’s an advisor. They’ve been doing this 10, […]
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, […]
Advisors Need to Get Their Software onto the Same Cloud
Video interview published by InvestmentNews: https://www.investmentnews.com/video/222501 Every advisory firm is unique, which means no software solution is totally turnkey. The best solution […]
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 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 […]
Letter to Wealth Management Firms: Time to Drain Your Data Lake
Originally published by Craig Iskowitz “Every company will eventually be in the data business.” ― Thomas H. Davenport, Ph.D, author and AI […]
InvestmentNews: Can Mackrill’s new Milemarker take AdviserTech integrations the extra mile?
Originally Published by InvestmentNews When it comes to integrations among various AdviserTech solutions — with more and more integrations necessary as the […]
