4 Questions on Fintech Trends With Brian Ross Of Flyer
Flyer CEO, Brian Ross talks with Financial Advisor Magazine about fintech trends including innovation, areas of growth over the next five years and problems facing the fintech industry. Top Insights: “Many advisors do not have the trading technology in place to efficiently react to opportunities in the market. Especially during heightened volatility, it is critical […]
Envestnet Deepens Flyer Integration To Offer Centralized Automated Fixed Income Trades
Financial Advisor Magazine highlights Flyer and Tamarac’s partnership allowing advisors to streamline pre- and post-trade processing for fixed-income securities alongside their equity and mutual fund orders, all within the Tamarac system. Click here to for article.
Flyer Widens Pact With Envestnet | Tamarac
Flyer and Tamarac’s fixed income integration that optimizes fixed-income middle- and back-office workflows is covered in Jeff Berman’s Tech Round Up. Click here to read article.
Flyer Launches New Co-Pilot OMS Fixed-Income Trade Processing Enhancements as Part of Expanded Integration with Envestnet | Tamarac
NEW YORK, NY—JUNE 30, 2020—Flyer and Envestnet, Inc. (NYSE: ENV) announced today that advisors relying on the Envestnet | Tamarac (Tamarac) platform now can automate their fixed-income trade processing in Flyer’s Co-Pilot order management system (OMS). The Co-Pilot integration with Tamarac, providing a more comprehensive, seamless, and advanced advisor trading experience, was originally announced in April 2019. By adding efficient […]
Using APIs To Improve The Advisor Trading Experience
Let’s face it, getting advisory firms to change how they operate is challenging, but there comes a time to face the fact that old methods of conducting business have become outdated, and adopting smarter operations becomes a necessity. How advisors conduct their trading is an area that demands an improved advisor experience – the good […]
Supercharge Your Rebalancer With An API-Based OMS
“Technology goes beyond mere tool making; it is a process of creating ever more powerful technology using the tools from the previous round of innovation.” — Ray Kurzweil, American Futurist We are accustomed to new ideas spreading like wildfire not just in the US, but across the globe, at speeds once thought to be impossible. […]
The Hidden Costs of Trading
Quantifying Opportunity Costs for Advisors MAKING THE INTANGIBLE, TANGIBLE The cost of inaction is a tricky thing to put your finger on. We know it is all around us in our everyday lives, yet it is intangible. For advisors it can be not approaching a wealthy prospect for fear of rejection or executing the […]
How coronavirus volatility piqued interest in TD Ameritrade’s block desk
A timely article in Financial Planning on block trading during the crisis with data and insight from TD Ameritrade, Charles Schwab, Interactive Brokers and Flyer. Only,”…3,000 of TD Ameritrade’s more than 7,000 RIAs use its block desk.” The majority that are not, may be missing out on the efficiencies and cost savings of block trading […]
The FIX to our Rude Awakening
Lack of Trading Infrastructure is a Wake Up Call to Advisors The COVID-19 crisis is a rude awakening for the wealth management industry, painfully underscoring the need for rapid responses in how advisors do business. In a blink of an eye offices were closed, business continuity plans activated and advisors everywhere found themselves working […]
Opportunities in Crisis: Fixed Income in the Time of COVID19
Guest Post By: Peter Chiappinelli, CFA, CAIA, Portfolio Strategist, GMO Asset Management Mr. Chiappinelli is a member of GMO’s Asset Allocation team. Prior to joining GMO in 2010, he was an institutional portfolio manager on the asset allocation team at Pyramis Global Advisors, a subsidiary of Fidelity Investments. Previously, he was the director of institutional […]
