News, Vision & Voice for the Advisory Community


White Paper Postings

Patrick Murray, Chief Executive Officer at STP Investment Services

Think Outside the Tech Stack: How Outsourcing Solves Four Financial Advisor Challenges

The narrative for financial advisors has long been that investing in technology will drive efficiencies, better client experiences and firm growth. And to a point, it’s true – but what about the costly time and resources necessary to vet, implement, maintain and upgrade new tech platforms?

Simply adding more tech isn’t the answer to advisors’ challenges. What they really need are the operational efficiencies, time savings and relationship management capabilities tech providers claim to offer - without the burden of maintaining the tech itself.

Download the ebook to learn why outsourcing operations is a compelling alternative to the traditional tech stack, and how to find the right outsourcing partner.

STP Investment Services

by Patrick Murray

Michael Finke, PhD - Frank M. Engle Distinguished Chair in Economic Security at The American College of Financial Services

Michael Finke, PhD examines the impact of market risk on retirement spending and how random financial returns and unknown longevity can put undue stress on retirement savings… and the retirees that spending is meant to support.

To protect retirement spending, he analyzes a novel, pure insurance solution offering lifetime income that wraps client ETFs and mutual fund investments in their IRAs, Roth IRAs, or taxable brokerage accounts.

Download the white paper to learn how this portfolio income insurance may “preserve the possible gain from taking risk while eliminating the downside consequence of low returns on spending.”


by Michael Finke, PhD