It is already a month into Fall, but you would never know it from the weather in midtown Manhattan today. It was 75 degrees and sunny. Unfortunately, I wasn’t able to go outside and work on my tan since I was busy attending the Money Management Institute’s 2015 Fall Solutions Conference at the Grand Hyatt Hotel. The […]
In this age of the cheap and fast robo-advisor, traditional advisors have to be smart and agile to win new clients and score more asset management opportunities. These advisors will need intelligence. That’s where data aggregation comes in. With the deeper and more meaningful insights “big data” can provide, advisors can get the edge they […]
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