ACCELERATING ADVISOR SUCCESS As custody, broker/dealer, and clearing services become increasingly commoditized, … Read more about ActiFi Releases “Accelerating Advisor Success” White Paper
ActiFi partners with SEI on “The Next Wave of Advice Management”
ActiFi partners with SEI on a new white paper “The Next Wave of Advice Management: Use client-centric planning to create a … Read more about ActiFi partners with SEI on “The Next Wave of Advice Management”
December 2017 Newsletter
Resolve to Accelerate in 2018 Another year is almost done and the time is right to start upping your game for 2018. It's … Read more about December 2017 Newsletter
ActiFi Volunteer Day 3
We spent the day painting! A Brush with Kindness is Twin Cities Habitat for Humanity's Paint and Home Repair Program to help … Read more about ActiFi Volunteer Day 3
August 2017 Newsletter
Advisor Success Series Working with leading financial institutions and studying the successful financial advisory practices … Read more about August 2017 Newsletter
Management Power Tools
Bob Veres recently reviewed Pershing Advisor Solutions' new Assessment and Metrics in his Inside Information newsletter. This … Read more about Management Power Tools
June 2017 Newsletter
As a financial services executive, working regularly with each and every advisor is a challenge you face every day. Because … Read more about June 2017 Newsletter
April 2017 Newsletter
The workforce today faces one of the most impactful changeovers in history. The escalating rate of baby-boomers leaving full … Read more about April 2017 Newsletter
January 2017 Newsletter
Time and again we see the financial institutions who continually work with their advisors to build better businesses gain … Read more about January 2017 Newsletter
ActiFi Volunteer Day
We helped repack multi-grain cereal from 400 pound boxes into 1.02 - 1.06 pound bags. It was a fun and productive (and … Read more about ActiFi Volunteer Day
November 2016 Newsletter
Getting to the Root of Positive Change We’ve spent time in previous newsletters talking about systems and processes for … Read more about November 2016 Newsletter
Waddell & Reed Rolls Out ActiFi Software
Plymouth, MN – ActiFi, a leading provider of software and consulting solutions to the financial services industry, … Read more about Waddell & Reed Rolls Out ActiFi Software