Commonwealth Financial Network Integrates with Pontera

As of December 31, 2022, a total of $37.8 trillion was held in U.S. retirement plans and accounts, of which $26.3 trillion (70%) was in employer-sponsored accounts. These accounts, including 401(k)s, 403(b)s and 457s, were once part of the last frontier of assets that advisors could not reach since the SEC decided that regulatory AUM […]

Ep. 228: February Wealthtech News

Come on in. Sit back and relax. You’re listening to episode 228 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast is all about the news, information, updates, and technology around wealth management. You are going to love this episode. It’s our February news, and we’ve got […]

Letter to Wealth Management Firms: Time to Drain Your Data Lake

“Every company will eventually be in the data business.” ― Thomas H. Davenport, Ph.D, author and AI researcher Businesses are flooded with data and analytics tools promising to help them be more competitive and they need both more than ever before. As Davenport explained in his ground-breaking Harvard Business Review article, Competing on Analytics, because so […]

Assetmark’s WealthBuilder is a Next Level Technology Experience for Advisors

“[We] can see the writing on the wall. The real debate is not over whether to run, but over how far and how fast.” — Charles Stross, British writer Asset managers have seen the writing on the wall. It’s not enough to just push products and expect to continue gather assets.  Advisors’ expectations are increasingly […]