Finlocity RIA Summit. June 24th, 2020

Finlocity RIA Operations Summit, hosted in June 2020, provided some great insights on the managed accounts space and the role of technology in a RIA’s day to day business operations.  Hear from Evan Rapoport, CEO, and Jonathan Pincus, President & COO, about...
Positioning Your Portfolio for 2020

Positioning Your Portfolio for 2020

Macro Expert:  Green Lights Ahead? 2020 is being considered a pivotal year in the face of potential economic uncertainty, a US Federal election, and much more globally. Properly positioning your portfolio now to capture the upside and avoid some pitfalls can help...
Positioning Your Portfolio for 2020

Are you ready for Reg BI?

Outsourcing Investment Management Wednesday, October 23, 2019 4:15 PM ET OCIO services can help meet the increased customer ‘Best Interest’ requirements. The financial advisory industry has increasingly seen a shift toward third-party management of client...