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2 posts in June 2019

Why Should You Consider Paying a Premium for an Index Strategy?

June 27, 2019

Why in the world would you recommend an index strategy to an investor that is priced at a premium? Traditional index funds are designed around a very specific purpose – track an index with as little cost as possible. And it’s an extremely popular strategy. Look at Vanguard’s growth over the years, increasing pressures on…

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Building Your Best Back Office: Infographic

June 19, 2019

How satisfied are you with your back office operations? If you’re like many advisors we surveyed in conjunction with wealthmanagement.com, the answer is “Not very.” Why? And more importantly, what are you doing about it? Back office operations are too critical to a firm’s success to be running at an unsatisfactory level. Check out our…

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TAMP Talks 2019: Discover what a TAMP should be!
This fall, we’re rolling out new platform improvements, tech tools, and experiences that will help you manage your firm more confidently. The first of our 30+ events kicks off October 15th in Atlanta, Georgia.

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