Blog

Advisors: Outgrown Your Spreadsheets?

by Junxure
June 30, 2015

Spreadsheets are a great place to store and analyze data, but they fall short when it comes to client service. 

The Why's and How's of Digital Asset Protection

by Woody Levin
CEO, Estate Assist
June 23, 2015

If you died tomorrow, would your family and professional advisors know how to access all of your online accounts, financial assets, and important documents?

Technology, Trends, and Hawaiian Shirts at Pershing INSITE

by Junxure
June 13, 2015

Last week's Pershing INSITE in Orlando brought out a lively crowd of advisors, technology vendors, and one truly robo-fied advisor on wheels. 

Tags: 

Tips for Attending the Junxure Conference this Fall

by Julie Cochrane
Director, Consulting and Training
June 2, 2015

Make the most of Junxure's annual conference for advisors and their teams. 

Tags: 

Pages