Oranj Blog


To Succeed Today, New Financial Advisers Need to Invest in Technology

Posted by Oranj on Jun 27, 2018 1:00:00 PM

The future of financial advisers is bright: The Bureau of Labor Statistics expects demand for advisers to grow at a rapid clip as savvier clients search for the best approaches to money management. Of course, becoming a financial adviser involves a significant investment in yourself through education, licensing, and building relationships.

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Topics: Adviser Resources, Embracing New Technology

The Case for Free Fintech Software

Posted by David Lyon on Jun 4, 2018 3:30:00 PM

The old saying “you get what you pay for” isn’t always true, especially when it comes to technology applications for the financial services industry. Independent financial advisers shouldn’t automatically dismiss free software as inferior to paid solutions. 

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Topics: Adviser Resources, Embracing New Technology

The Hidden Cost of Portfolio Rebalancing

Posted by Oranj on Jan 4, 2018 3:30:00 PM

As many advisers know, portfolio rebalancing and optimization has many benefits for their clients. Investors’ portfolios can stay on track, reallocated due to changes in goals or risk tolerance, and even save money through tax efficient investment decisions.

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Topics: Adviser Resources, Embracing New Technology