Advisors Need to Get Their Software onto the Same Cloud

Video interview published by InvestmentNews: Every advisory firm is unique, which means no software solution is totally turnkey. The best solution is a...

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 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...

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 researcher Businesses...

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 breadth of...

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