Andrew Rogers

Blog Technology

The Essential Guide to a Financial Advisor Tech Stack

Posted on August 12, 2022
Today's investor is reaping the benefits of digital transformation in their personal and business life. Increasingly, they expect their financial advisor to leverage the latest digital tools, too, and …

Blog Technology

3 of Our Favorite Parts of the New Carson Client Experience

Posted on October 16, 2019
Single sign-on isn’t rocket science in fintech. If anything it’s common and almost expected nowadays. But it’s the first thing we think about when we search for and build …

Blog Business Management

Are You Asking the Right Questions?

Posted on October 5, 2015
As investment analysts we always need to be aware of the current market environment and its impact on companies in our coverage lists. At times these factors can be …