How To

How to Make Your Small Accounts More Profitable

It’s a dilemma faced by virtually all independent financial advisors today: squeezing profitability out of small accounts. Advisors often have to spend just as much time and energy working with small clients as they do large ones.

However, given the lower volume of assets under...

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The benefits of account aggregation – How to choose the right tool for your firm

More and more independent financial advisors have started using account aggregation tools. Account aggregation software automatically gathers information from your clients’ accounts at different financial institutions and presents it along with custodied assets on a consolidated platform...

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