Schwab advisors can now import their clients' accounts into the analytics engine, essentially letting them x-ray funds and portfolios for themes, exposures and holdings as easily as they use a Google search engine.
Never would we have thought a pandemic would sweep the globe, changing our lives and how we do business. Were you prepared with a business continuity plan?
Summit Growth Partners will be a sort of velvet rope model, providing advisors with access to Summit’s services at a discount and upfront capital in exchange for a minority equity stake.
Join this webinar on Jan. 28th to see how dashboards make it easier to track assets under management, cash–on–cash, notes payable, create a shared, unified view of financial performance, use graphs and visuals to uncover opportunities, define strategic priorities and measures of success.
