by James Pfeiffer | Dec 16, 2021 | Data and Technology
We talk a lot about data aggregation here at Terrapin Technologies, specifically financial data aggregation (aka account aggregation). But what exactly is financial data aggregation, and why does it matter? And what does financial data aggregation look like at...
by James Pfeiffer | Oct 28, 2021 | Operational Excellence
This article examines how compensation errors, both overpayments, and underpayments impact your firm’s bottom line. It’s easy to see how overpaying your financial advisors can hurt your bottom line, but making the connection between underpaying your advisors and...
by James Pfeiffer | Jun 3, 2021 | Data and Technology
DTCC Wealth Management Services At a high level, it’s easy to understand the value of using DTCC’s wealth management services. DTCC can help broker-dealers streamline manual processes and reduce overhead; this is particularly true for large financial institutions that...
by James Pfeiffer | Apr 28, 2021 | Strategic Growth
When a bank or credit union chooses to provide retail investment services via a third-party broker-dealer (e.g., LPL Financial, Raymond James, CUNA, etc.), they must decide the type of networking arrangement. This arrangement consists of two main models: managed...
by James Pfeiffer | Apr 28, 2021 | Strategic Growth
We recently hosted a webinar titled: Best Practices in Working With Your Third-Party Broker-Dealer. This webinar explored how bank and credit union investment services programs can get the most out of their third-party broker-dealer partnership. Terrapin Technologies...
