The Analytically Driven Advisor

Independent advisors know that data and analytics can drive business results, but most do not take full advantage of their potential. Analytics can improve a RIA's practice efficiency, marketing return on investment (ROI) and profitability. And yet, most advisors hardly scratch the surface in how they use their own data...

IA Watch Cybersecurity Conference 2017

IA Watch Cybersecurity Conference 2017

Last Friday, I got the chance to speak at IA Watch’s Cybersecurity for Financial Services. I was joined by tech visionary Wes Stillman, CEO of RightSize Solutions. We presented for forty-five minutes on the importance and nuances of data loss prevention, one part of a series on technology, tools, and practices central to cybersecurity...

Natural Biases that Affect Decision-Making

We are honored to have been published by Financial Advisor Magazine:

Advisors who run successful RIA firms have mastered the art of making smart business decisions amid suboptimal conditions and external pressures in the wealth management industry. This is a rapidly evolving industry, and RIAs find themselves under constant pressure to innovate and respond to competition while growing assets and profit margins.