The shift away from open architecture in fintech

Posted on July 23, 2018

In his recent white paper, “The Tailored Fit: How Advisors Can Use Technology to Mass-Customize Financial Planning,” Covisum President, Joe Elsasser CFP®, examines the shift from open architecture to full integration.

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Posted in Joe Elsasser, FinTech, White Paper

New white paper examines how advisors can use technology to mass-customize financial planning

Posted on July 10, 2018

Covisum’s new white paper, “The Tailored Fit: How Advisors can use Technology to Mass-Customize Financial Planning,” takes a closer look at how new technological tools will change the current landscape for financial advisors.

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Posted in FinTech, Joe Elsasser, White Paper

ThinkAdvisor: Covisum's Advisor and Quant discuss the 4% rule

Posted on July 05, 2018

In an ongoing series exclusive to ThinkAdvisor, Joe Elsasser, CFP® and Ron Piccinini, PhD provide readers with two distinct perspectives on the same topic. This week, we asked Joe and Ron to discuss, the 4% rule

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Posted in ThinkAdvisor, Joe Elsasser, Ron Piccinini, PhD, The Advisor & The Quant