When we started building tools for advisors after working collectively for decades on software to institutions, I read Michael Kitces almost every day as a way to immerse myself into the issues advisors face. Michael has a way of writing that is intellectual, but clear and concise. That is why I am pleased he mentions us regularly in his articles. The latest one is on FinTech trends and discusses the IRAFiduciaryOptimizer and the FeeComp advisor fee benchmarking database that is available as part of that DOL Fiduciary Rule compliance solution.
Read Michael Kitces’ The Latest In Financial Advisor #FinTech (November 2016)
