See who thrived in a year of market turmoil that proved why advisors need access to world-class portfolio strategies and the technology to deliver.
Beaumont and AAMA beat a lot of other strategists to the gate last week with thoughtful analysis of the short squeeze saga clients are clamoring for.
The current environment has made modern, responsive software a must-have as advisors contend with client concerns and market volatility in real time.
Even the most bearish Wall Street banks now think the big advisory tech platform can push the sales curve 8% from pre-pandemic levels.