by Simplicity Solutions | Jun 7, 2018 | Advisors
Financial advisors are involved in a very personal space. New clients must share sensitive information with someone they barely know and then trust them to make the financial decisions that will impact the rest of their lives. While every advisor wishes they could...
by Simplicity Solutions | Apr 13, 2018 | Advisors, Operations
Rich Conley, our Executive Vice President, wrote an article that was recently published over at Advisor Perspectives. In it, Rich talks through the difference between where advisors want to spend their time and where they actually spend it. As you are likely aware,...
by Simplicity Solutions | Apr 5, 2018 | Advisors
Advisor firms are comprised of a lot of moving pieces – reporting, billing, trading, etc. – but one element plays a more important part in your success than any other: the client experience. At the core of every great advisor is a process that leaves clients happy and...
by Simplicity Solutions | Mar 26, 2018 | Advisors, Articles
In today’s post, we will look at the benefits of block trading, how we can help you manage custodian relationships, and how it could save you and your clients money. The Benefits of Block Trading Most of the larger broker-dealers have some level of institutionalized...
by Simplicity Solutions | Mar 20, 2018 | Advisors, Breakaway, Operations
When you’re starting a new independent financial advisory firm, two of your primary concerns are the time you spend getting set up and the cost of running a new business. The hours spent setting up technology come at a cost. Every minute you spend focused on something...
