Nerd's Eye View

JUNE 3, 2024

Welcome to the June 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Risk Tolerance 239

Risk Tolerance Communication Startup Financial Planning 239

Nerd's Eye View

OCTOBER 2, 2023

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Holistiplan, after achieving success with its tax planning and analysis software, has announced an investment from Lead Edge Capital, signaling that it may be ready to expand into other financial planning areas beyond tax – (..)

Communication 245

Communication Portfolio Management Clients Tax Planning 245

Nerd's Eye View

NOVEMBER 7, 2022

As with Altruist, the ‘other’ new startup RIA custodian to launch in recent years, Entrustody is pledging to have a more modern interface with a better user experience, more and deeper integrations, and a more transparent price structure than ‘traditional’ custody services.

Risk Tolerance 204

Risk Tolerance Startup Compliance Clients 204

Clever Girl Finance

JULY 10, 2023

To gain a job in this field, you may need to have business experience and expertise in the subject, for example, IT or consumer electronics. Average salary: $112,513 Skills needed to become a product manager: Critical thinking Organization Business understanding UX knowledge Communication Collaboration Subject expertise Strategic mind 2.

Engineering 40

Engineering Education Communication Medical 40

The Big Picture

SEPTEMBER 23, 2024

This business is just starting. I write a business plan for it. Like, 00:06:56 [Speaker Changed] Like, you know, it’s a business. We should be like, 00:06:58 [Speaker Changed] It’s 00:06:58 [Speaker Changed] A startup. It’s a business we should be bigger in. We should grow in.

Banking 147

Banking Investing Investments Assets 147

The Big Picture

OCTOBER 19, 2022

It was a startup. It felt like a startup. I mean, it wasn’t quite a startup. So it was really, really fun startup, very collaborative, felt like a family. Just go with your business plan.” You communicate very clearly and candidly about the risks. RAMPULLA: Yeah. RITHOLTZ: Right.

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286

The Big Picture

MAY 16, 2023

And I’m like, dad, I found I need 25 grand to get going and my dad said send me a business plan. I went to business school RITHOLTZ: He just wanted you to go through the exercise. LINDZON: No, so obviously, I did the business plan, I’m kidding. I’m like, dude I’m your son. RITHOLTZ: Yes.

Media 290

Media Investing Investments Valuation 290