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Leveraging Technology & Data
Joel Bruckenstein and Bob Veres: From WealthTech’s effect on Advice to Survival of the “Most Authentic”
In this episode, The industry legends share top insights and learnings from their recently released Technology Survey and how they impact industry trends overall, provide guidance to advisors of all sizes and more.
Leveraging Technology & Data
Ron Carson: Why the RIA GIANT is placing his bets on Data, AI and AQ
Ron provides his thoughts on what advisors absolutely need to be thinking about regarding the tech stack of the future.
Market Outlooks
Weekly RIA Pulse Report - September 11, 2020
Report Contents
Cash Levels Index
Risk Sentiment Sums
Risk Sentiment Volume
Advisor Activity Sums
Advisor Activity Volume
Client Contributions
Client Growth
MF / ETF Style Winners & Losers
MF / ETF Winners & Losers
Stock Winners & Losers
Disclosure
Market Outlooks
Trends in Advisor Behavior During Market Volatility - Week of September 7, 2020
Cash allocations remained largely unchanged from the prior week closing at 3.98% from 3.93% the prior week.
Market Outlooks
Weekly RIA Pulse Report - September 4, 2020
Weekly RIA Pulse Report - September 4, 2020
Market Outlooks
Trends in Advisor Behavior During Market Volatility - Week of August 31, 2020
Last week, the equity market saw a return of volatility with Thursday's trading session experiencing the largest declines.