Using APIs To Improve The Advisor Trading Experience

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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operate is challenging, but there comes a time to face the fact that old methods of conducting business have become outdated, and adopting smarter operations becomes a necessity.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

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“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

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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

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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

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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

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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 […]

COVID-19 Flyer Update

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The world has changed in a big way. Families, communities, businesses and our nation have gone through unprecedented changes. In the midst of it all, we as people in our industry are adapting together, and creating new ways of working together in the face of adversity. I’m inspired by and proud of Flyer employees, channel partners, […]

Brian Ross On Flyer’s Single-Click Trading Platform

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Brian Ross, CEO, Flyer met with Julie Cooling, Founder & CEO, RIA Channel to discuss the technology behind Flyer’s trading platform and how some of the biggest names in the industry are using it to trade more efficiently. Flyer’s multi-asset trading platform and API offer “a single-click trading solution and sophisticated order management system,” explains […]

MutualFunds.com Q&A with Brian Ross, CEO of Flyer

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By Ajay Singh Nov 22, 2019 MutualFunds.com got an opportunity to ask Brian Ross, CEO of Flyer, about the company’s products and how they can benefit different entities within the wealth management industry. Click here to read the Q&A.