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Brad Frey

A veteran sales executive, Brad Frey holds a strong track record of boosting significant revenue for major fintech companies, including eMoney Advisor. He is responsible for growing business and servicing clients in the Midwest.

Blog Feature

AdvisorEngine  |  Financial Advisors  |  Technology  |  Wealth Management

Wealth Management's Digital Age

Technology has entered every part of my life.  At home, I am surrounded by it. In the kitchen cooking, throwing in a load of laundry or helping my kids with homework - everything requires something digital to function. At the office, my Macbook has replaced all my old tools - pen, paper, scanner, and fax. On the road, I’ve got something high-tech in my pocket, on my wrist, in my car - the list goes on and on. Everything has a screen and buttons to push.  It’s no wonder that a new digital age has entered wealth management.

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Blog Feature

AdvisorEngine  |  Financial Advisors  |  Technology  |  Wealth Management

A Guide to Wealth Management Technology Costs: How to be a Savvy Buyer

You know that you want to modernize your firm’s technology. But how much does wealth management technology cost? Knowledge is power: after reading this guide, you’ll be a smart buyer – and understand the true ‘all-in’ cost of advisor technology. 10 Factors to Consider Beyond ‘Standard Pricing’ By considering the following ten factors, you’ll make your next technology purchase with your eyes wide open:

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