The dream of fintech is to democratize access to investment tools, but its lack of diversity is a huge problem. The first step toward achieving the field’s full potential is sparking an industry-wide diversity and...
Category - Knowledge Base
Knowledge base for financial advisors. Practice management guides, along with tutorials on discovering and comparing Mutual Funds and ETFs.
Anthony Franklin
Sean KruzelWhat Role Does Your Wholesaler Have in Helping You Quickly Create Solutions ?
Source: Asset management companies are finding the head to head competition greater than ever as the demand for models is building and consolidation is emerging selectively within the industry. With downward pressure on...
John DiBenedetto
Are Active Mutual Funds Earning Their Fees?
Introducing the Portformer Active Mutual Fund Replacement Score For the past year we have primarily helped financial advisors identify lower-cost, higher quality ETF alternatives for their clients. While this has been...
Andrew Kebalka
