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...
by Sawtooth Solutions | Mar 13, 2018 | Investments, Operations
Some companies succeed and some don’t. For every success story, there are dozens if not hundreds of companies that don’t make it. While a number of factors come together to influence why one company is successful and another isn’t, one of the most critical decisions...
by Sawtooth Solutions | Mar 5, 2018 | Operations, Salesforce, Technology
When you think about outsourcing elements of your advisory practice, does it leave you with a positive or a negative reaction? We strongly believe in the power of outsourcing for advisors because we have seen firsthand how it creates more efficiency and, ultimately,...
by Sawtooth Solutions | Feb 23, 2018 | Salesforce, Technology
If you’ve seen a commercial for the new iPhone X, you have probably been exposed to the technology known as “augmented reality.” While Augmented Reality (AR for short) is not necessarily “new,” it has recently become accessible to the general public through new models...
by Sawtooth Solutions | Feb 20, 2018 | Articles, Sawtooth News
Technology improved at an amazing pace during the twentieth century, and it seems to have shifted into overdrive so far in the twenty-first century. Each new generation has seen its own advancement in communication. From the telegraph, to the telephone, to pagers, to...
by Sawtooth Solutions | Jan 25, 2018 | Upcoming Event
We want to invite you to celebrate TD Ameritrade LINC 2018 with us at ICEBAR Orlando the night of February 1st at 9 PM. This unique venue features an ice bar (complete with coats) as well as a Fire Lounge room so you can warm up again. We’re sponsoring this party...
by Sawtooth Solutions | Jul 14, 2017 | Press Releases
July 17, 2017 − Minneapolis, MN – Sawtooth Solutions (“Sawtooth”), a comprehensive and flexible platform for overseeing the entire wealth management process, today announced a strategic relationship with Mercer Investments, a global leader in institutional investment...
by Sawtooth Solutions | Feb 28, 2017 | Press Releases
Sawtooth Solutions, LLC (Sawtooth) announced this week the addition of Rich Conley and Thomas J. Rozman to its Executive Team. Rich Conley joins as Executive Vice President and Head of Sales, while Thomas J. Rozman, CFA, will serve as Chief Investment Officer. Rich...
by Sawtooth Solutions | Jul 14, 2016 | Press Releases
BizEquity, the world’s leading provider of cloud based business valuation and performance big data, today announces that it has signed a strategic partnership with Sawtooth Solutions (Sawtooth), a technology-focused wealth management platform. The agreement will see...
