While the rest of the world offers free software like YouTube, Adobe, Evernote, Spotify, etc., financial services has resisted. I recently joined The Sara Grillo Podcast to discuss how this model may just be the future of financial adviser software. You can follow the link below to listen to our conversation:
David Lyon, founder and CEO of Oranj, is a former financial adviser turned fintech innovator. His career path also includes a stint in the music industry where he worked in a management role for Live Nation.In this informative video, David talks about the financial services industry – and what we can learn from the music industry.
The future of financial advisers is bright: TheBureau of Labor Statisticsexpects 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.
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.
Brandon Geisler, Portfolio Manager with Marsico Funds, recently visited the Oranj office here in Chicago to discuss his perspective on the technology sector. Hear from Brandon & David Lyon, Oranj CEO, as they cover trends within the technology space to keep an eye on, what advisers should be looking out for, and what the market may have in store for us in the future.
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.