BlazePortfolio

Trade order management and portfolio rebalancing for investment professionals.

Industry leading #FinTech #SaaS empowering clients with seamless solutions.

[BlazePortfolio @BlazePortfolio]

Request a demo today and see how our order management and rebalancing #SaaS can help your business scale!
#FinTech
https://t.co/8szWxsgpdd

[BlazePortfolio @BlazePortfolio]

#8 Further monetizing TD Ameritrade clients via advice offerings and proprietary funds
https://t.co/BdytOUfS4o

[BlazePortfolio @BlazePortfolio]

“We’re advising clients to expect that during the Biden administration, FinCEN will finalize the AML rule for registered investment advisers.” - Michael Buffardi, managing director in the financial services practice at @FTIConsultingm https://t.co/NJWyyaTPzR

[BlazePortfolio @BlazePortfolio]

"SEC examiners will be eyeing a new relationship summary form to determine how dual registrants delineate services provided through the advisory and brokerage wings of their shops and how firms determine in which silo a client's account is placed." https://t.co/XOGi0rZYS2

[BlazePortfolio @BlazePortfolio]

"The situation last month illustrates why it’s so important for advisors to choose their vendors and business partners wisely, experts say." #GameStop https://t.co/dWvkztr91K

[BlazePortfolio @BlazePortfolio]

#WednesdayWisdom on client complaints via @finplan https://t.co/FiO2m647ml

[BlazePortfolio @BlazePortfolio]

"Taxpayers had to adjust to the coronavirus pandemic, in some cases by moving out of state or by working remotely from home, but that could produce its own complexities that they will need to talk about with their tax preparers this season." https://t.co/R23mtjaf44

[BlazePortfolio @BlazePortfolio]

"In addition, the SECURE Act also requires estimates of future annuity income to appear on participants’ statements, which could be helpful in planning for cash flow in retirement." via @finplan https://t.co/BdPoCt5mEW

[BlazePortfolio @BlazePortfolio]

"just because one can donate up to 100% of their income for a tax deduction doesn’t necessarily mean it’s a good deal to do so." - @finplan https://t.co/Rb3oVQgWzK

[BlazePortfolio @BlazePortfolio]

#ThursdayThoughts on advisor website improvements by @definefinancial on @MichaelKitces https://t.co/IEnVrxpOAn

[BlazePortfolio @BlazePortfolio]

#WednesdayWisdom: get an advisor.

"investors who have a financial advisor were more than twice as likely to say that they are very confident that they have the best investment strategy compared with those going at it alone" - @finplan https://t.co/Ykf3Ahlcd9