Covisum Blog

5 Resolutions You Should Make for 2019 to Grow your Business

As we wrap up 2018 and launch into 2019, now is the perfect time to start thinking about how to strategically grow your . . .
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Thriving Through Changing Times

Is your business thriving? The 2018 FA Insight Study recently published by TD Ameritrade Institutional states that firms . . .
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The Tailored Fit: Q&A

We sat down with Covisum President Joe Elsasser, CFP®, the author of, “The Tailored Fit: How Advisors Can Use Technology . . .
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The Shift Away From Open Architecture in Fintech

In his recent white paper, “The Tailored Fit: How Advisors Can Use Technology to Mass-Customize Financial Planning,” . . .
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New White Paper Examines How Advisors Can Use Technology to Mass-Customize Financial Planning

Covisum’s new white paper, “The Tailored Fit: How Advisors can use Technology to Mass-Customize Financial Planning,” . . .
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Achieving Business Goals Through Marketing

An introductory guide to marketing for financial advisors By Katie Godbout, Director of Sales & Marketing Creating a . . .
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Dream Team: Financial Advisors & CPAs

Collaboration Leads to Better Client Thinking Financial advisors can capitalize on this era of new tax laws by forming . . .
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The 7 books (and papers) everyone with an interest in financial tech should read

In honor of Financial Literacy Month, Covisum President, Joe Elsasser,CFP®, has created a reading list for anybody with . . .
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Tax Clarity adds Quick Reference Guide for free-trial and paid subscribers

Your one-stop reference for tax acronyms, brackets and more Looking up tax brackets or what certain acronyms stand for . . .
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