Savita Iyer-Ahrestani
ThinkAdvisor
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Past articles by Savita:
Centennial State Sets Cybersecurity Example
Justin Kapahi, vice president of solutions and security at External IT, is excited about new cybersecurity regulations for financial firms that were recently passed in Colorado. → Read More
What to Do When You Outgrow Your Technology
Henssler Financial has always endeavored to give back to the Kennesaw community, but keeping up with changing regulations and the vast array of investment options calls for a solid technology solution. → Read More
Open Architecture Is Key for RIA/BD Hybrids
For hybrid firms, it’s important to do things in as efficient and cost-effective a manner as possible. → Read More
Vestwell Scaling Retirement Plan Costs With Technology
Vestwell CEO Aaron Schumm set out to create a platform that could make it easier for workers to save for retirement, and reduce the administrative burden of implementing a plan. → Read More
How a Fishing Proverb Can Be a Tech Lesson
You don’t necessarily need the fanciest, most expensive product to do the job. → Read More
Integrating Outsourcing to Improve Client Service
Every RIA must come up with its own technology plan and figure out which platforms and solutions will work best for improving business processes and client experiences. → Read More
Technology Brings Together Service, Sustainable Investing
For Krull & Company, technology has always been a key driver in supporting the firm’s sustainable investing mandate in an efficient manner. → Read More
Technology Integration Critical to Compete With Wirehouses
Integrated Wealth Management built a more attractive technology offering to draw talented advisors away from wirehouses → Read More
How an Acquisition Brought Better Tech to Bronfman E.L. Rothschild
When the Rockville, Maryland-based firm acquired Highline Wealth Management in 2015, choosing a technology system was an important point of discussion. → Read More
Why Pro Athletes Squander Their Money; How Advisors Can Help
Former baseball pro and now CFP Erik Averill says few of his advisor peers have the skills to adequately serve professional athletes. → Read More
Junior Achievement's Financial Literacy Approach
As CEO of Junior Achievement, Jack Kosakowski helps empower families to have the sometimes awkward but important conversations about money management. → Read More
Why Advisors Should Care Who Clients Follow on Twitter
Investors following social media can quickly form opinions that lead to actions that might not necessarily be to their advantage. → Read More
Advising Clients in the H1-B Visa Program: a Valuable Niche
Michael Solari helps multinational clients in the H1-B visa program navigate the challenge of planning their financial futures as U.S. citizens. → Read More
The Booming, Yet Overlooked, Business of Beauty
Think beauty is a "fluffy" investment? Then you haven’t looked at the numbers. → Read More
Do Heartbeat and Temperature Affect Financial Decision Making?
University of Georgia researchers are studying whether physiology, not just psychology, affects investor behavior. → Read More
Kol Birke: Commonwealth's Empathetic Technologist — The 2016 IA 25
Being able to "unstick" conversations is critical to helping clients make the smartest financial decisions. → Read More
Jason Carroll: Succession Planning Pioneer — The 2016 IA 25
“Whether it be strategic acquisition or a retiring advisor," Live Oak's managing director and senior officer for investment advisory lending says, "we do it.” → Read More
Being an Advisor, and Friend, to the LGBT Community
Timothy LaPean has created a financial planning firm that allows his LGBT clients to rest assured that he's there to listen and help, not judge. → Read More
Beating Back Investor Bias Through Portfolio Design
Behavioral finance specialist and Nocturne Capital founder Daniel Crosby is frustrated with the way behavioral finance has been applied to financial planning. → Read More
Helping a New Generation of Women Get Control of Their Finances
Planner Patricia Allen uses her "Life by Design" program to talk frankly with her female clients about meshing their financial goals and personal values. → Read More