The Wealth Advisor is today’s most relied-on source of news and education for planners and advisors. We scan the news so you don’t have to, sending you what you don’t want to miss…but don’t always have time to find yourself without poring through dozens of publications. The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices.
Our From the Desk of the COO series features stories, strategies and solutions from GeoWealth’s Chief Operating Officer, Jack Hannah. This ongoing series will provide insights for those working in, or heading up, back and middle offices. Enjoy these views from our resident Operations Guru, Jack!
Jack, when is it time for RIAs to consider leveraging an outsourced trading partner?
(Orion / Rusty Vanneman, CFA, CMT, BFA) Due to the Thanksgiving holiday, last week was a quiet one for the economy and markets. Nonetheless, the stock market was able to keep its recent winning streak alive, which is now four weeks long. Given the price gains of late, it’s shaping up to be a nice month, quarter, and year for equities and the stock market appears to be in good form heading down the stretch into year-end. There are various short-term market positives to note, including seasonals, technicals, and investor sentiment.
As a financial advisor, you naturally wear many hats in your business. From managing clients to handling marketing and compliance, it can be easy to get overwhelmed.
FusionIQ, a leader in the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial advisors and institutions, proudly announces its recognition as a Top Fintech Solutions Provider 2023 by Banking CIO Outlook. This prestigious award underscores FusionIQ’s commitment to delivering innovative, hassle-free digital solutions for financial advisors and institutions in the banking and credit union sectors.
“We’re delighted to receive this exceptional award from Banking CIO Outlook,” said FusionIQ Chief Executive Officer Mark Healy.