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AdvisorEngine  |  Financial Advisors  |  Junxure CRM  |  Sarah Thomas  |  Wealth Management  |  Women in Wealth Management

Tips for Women in Wealth Management: How Sarah Thomas Broke the Glass Ceiling in the NFL

Growing up as a multiple sport athlete, I really never had an appreciation for the umpires and referees. That is, until I went to college, where I had the opportunity to work in the intramural department. All of a sudden, I was on the other side. I was the one calling the strikes, balls and fouls – making judgment calls.   Wow! What an eye opener, I certainly gained a new level of respect for those that hold that position as a career. As I reflect back on that period of time, the stress of making the right calls and the added pressure of being a female in that role - I can’t help but think of Sarah Thomas. Sarah changed the game in the world’s most quintessential male-dominated sport – football - when she became the first female NFL official. Now she’s inspiring others to dream big and believe anything is possible.

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AdvisorEngine  |  Financial Advisors  |  Wealth Management

Embracing Small Client Accounts:  Using a Digital Wealth Management Platform to Serve a New Market Segment

“What’s dangerous is not to evolve.” Jeff Bezos Over the past few years, my perspective on serving smaller balance relationships has changed. Whereas I once saw them as cumbersome and expensive to serve, I now view them as a high potential growth area for wealth managers.  Over the last 20+ years, many advisors moved upmarket in large part by raising account minimums and pushing off smaller balance accounts.  I myself subscribed to this strategy - it was a smart, disciplined way to achieve profitable growth.  But the marketplace has changed. Now, by using smart segmentation and digital wealth technology, advisors can profitably cultivate smaller balance relationships.. 

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AdvisorEngine  |  Financial Advisors  |  Technology  |  Wealth Management

Grow and Retain Prospects With Cost-Effective Technology The StoneBridge Way

You know the prospects you want, kids of good clients or spouses with a 401(k); you don’t want to turn them away but how can you serve them cost-effectively? Sophisticated wealth management firms on a growth trajectory—or those seeking to hit a growth stride—are taking a hard look at ways technology can both cut costs and increase efficiency.

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AdvisorEngine  |  Integrations  |  Wealth Management

How AdvisorEngine, Smartleaf and BNY Mellon’s Pershing Integrate for Modern Trading and Rebalancing

If you’re an operations leader at a wealth management firm looking to modernize your trading and rebalancing - you’re in luck. AdvisorEngine has gone live with a new and ambitious trading integration:  an end-to-end trade support cycle that leverages Smartleaf’s model-driven rebalancing capabilities with BNY Mellon’s Pershing technology - combined with AdvisorEngine know-how. AdvisorEngine integrates across multiple custodians, enabling advisors to embrace innovation without disrupting their business.

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AdvisorEngine  |  Data Movement  |  Wealth Management

How Sweet it is: the Process Behind Delivering Wealth Management Data for Advisors and Clients

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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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