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Finding Your Way with an Audit Trail

by Robert DeFrancis
February 28, 2017

As adjustments to who is covered under the fiduciary standard begin to flow through the financial advice industry, advisors can no longer afford to preserve the status quo. The shadow of an SEC audit has always loomed large, if not for any reason other than the additional work it can place on a firm, but the new fiduciary rules have taken that shadow and grown it exponentially.

 

[Webinar] 7 Key Steps to Adopting New Technology in 2017

by Junxure
January 23, 2017

For many, the New Year means new technology being implemented at the practice. One of the biggest challenges facing advisory firms today is getting the team on board with these new programs. So what can firms do to have a shot at success in 2017? Join Junxure and ThinkAdvisor for a complimentary webcast to learn seven key steps for successfully implementing new technology and improving adoption rates at your firm.

 

[Webinar] Junxure Cloud + Riskalyze Integration

by Junxure
December 7, 2016

Have you heard? Junxure Cloud's award-winning CRM now integrates with Riskalyze, the industry-leading risk alignment platform and inventor of the Risk Number®! Join us for brief webinar showcasing the features and benefits of this new partnership.

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