FusionIQ Makes Another Big Hire, This Time On The Investment Side
Guthery’s extensive financial services background includes leading market research, due diligence, platform enhancements and alt risk management.
Recent
GeoWealth Integrates with Pontera, Enabling RIAs to Manage Clients’ Held Away Assets Inside its TAMP and Enterprise Technology Platform
This integration will enable RIAs to maintain compliance with regulations while alleviating custody and rollover challenges on held away assets.
SMArtX: Does Your Choice of Trading Technology Cost Your Client?
Over a year delayed trading can result in performance results that influence a client’s account value by significantly more than the technology costs.
3D/L: Say It Out Loud, The Bear Is In Control
Superstition grippe market observers early this year. Those who felt we were in a bear market greatly outnumbered those who would say it out loud.
Flexible Plan: This Time Is Truly Different
Why do I believe this time is different? Because the last two quarters have deviated substantially from what investors have come to expect since 2009.
Dynamic: Are We in A Recession?
Persistent high inflation and aggressive rate hikes from the Fed are certainly headwinds for the economy and some believe a recession is already here.
