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ActiFi is well respected by the financial services industry press and the general press, and ActiFi personnel are frequently sought after for their opinions on the financial services world. In addition, ActiFi Research is considered highly objective and accurate, and it is often cited by financial services organizations in their own reports and proposals, and by the media.

 

Articles

Pershing and ActiFi Provide New Guidance and Best Practices for Selecting and Optimizing CRM Technology

Dig Further into Social Media ActiFi’s Sam Richter Offered Online Searching Tips at the FPA Business Solutions Conference

Tech Trends and Implications: How Financial Planning is Adapting A roundtable discussion with some of today’s foremost technology experts, including ActiFi’s Spenser Segal

Tips for Designing Workflow Automation Spenser Segal talked about Workflow Automation at the TD Ameritrade Institutional National Conference

Wisdom From ‘Beyond Buzzwords’ Practice Management Roundtable from AdvisorOne

Beyond Buzzwords: A day-long roundtable discussion with practice management experts in the advisor space from AdvisorOne

Pursuing Practice Excellence: The Advisor Perspective from AdvisorOne

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Press Releases

FPA Releases Rebalancing Software Research

Report finds focusing on functionality yields highest satisfaction when selecting rebalancing software

DENVER – The Financial Planning Association® (FPA®) today released the “FPA-ActiFi Adviser Technology Report: Rebalancing Software Edition,” which helps advisers better understand the available rebalancing software solutions in the marketplace. The report also includes information which can help advisers identify solutions that are a good fit for their companies. The research was conducted by FPA and ActiFi, Inc. and sponsored by TD Ameritrade Institutional. Read more below…

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