by Sawtooth Solutions | Sep 23, 2020 | New Managers
Bahl & Gaynor Large Cap Quality Growth Strategy now available on the Sawtooth platform. Founded in 1990, Bahl & Gaynor Investment Counsel is a Cincinnati-based, employee-owned firm managing/advising $36.3 billion in assets. The firm’s two founding...
by Sawtooth Solutions | Sep 1, 2020 | New Managers
We are happy to announce that Frontier Asset Management’s Globally Diversified, Alternative, and ETF Strategies are now available on the Sawtooth Platform. For over 20 years we have been dedicated to helping clients reach their financial goals. Frontier’s...
by Sawtooth Solutions | Aug 11, 2020 | Technology
Discover new model portfolio solutions from the worlds largest asset manager, BlackRock, including: Target Allocation ETF portfolios designed to be your all-in-one, core portfolio solution Multi-Asset Income portfolios that help clients manage risk when seeking...
by Sawtooth Solutions | Aug 7, 2018 | Technology
Today’s financial advisors stand before a wave of new technologies, overwhelmed with the prospect of having to be experts at each. The tech seems to be infinite, requiring infinite integrations and a thick notebook full of passwords. Redtail, Motif, LaserFiche,...
by Sawtooth Solutions | Jun 27, 2018 | Technology
Let’s say you’re buying a new smartphone. You initially go to a big box retailer and find 20 different options with various features, and there’s nobody there to help explain them to you or help you make a decision. So you leave and go to a store that specializes in...
by Sawtooth Solutions | Jun 7, 2018 | Advisors
Financial advisors are involved in a very personal space. New clients must share sensitive information with someone they barely know and then trust them to make the financial decisions that will impact the rest of their lives. While every advisor wishes they could...
by Sawtooth Solutions | Apr 13, 2018 | Advisors, Operations
Rich Conley, our Executive Vice President, wrote an article that was recently published over at Advisor Perspectives. In it, Rich talks through the difference between where advisors want to spend their time and where they actually spend it. As you are likely aware,...
by Sawtooth Solutions | Apr 5, 2018 | Advisors
Advisor firms are comprised of a lot of moving pieces – reporting, billing, trading, etc. – but one element plays a more important part in your success than any other: the client experience. At the core of every great advisor is a process that leaves clients happy and...
by Sawtooth Solutions | Mar 26, 2018 | Advisors, Articles
In today’s post, we will look at the benefits of block trading, how we can help you manage custodian relationships, and how it could save you and your clients money. The Benefits of Block Trading Most of the larger broker-dealers have some level of institutionalized...
by Sawtooth Solutions | Mar 20, 2018 | Advisors, Breakaway, Operations
When you’re starting a new independent financial advisory firm, two of your primary concerns are the time you spend getting set up and the cost of running a new business. The hours spent setting up technology come at a cost. Every minute you spend focused on something...
