Thought Leadership


We’re an award-winning technology platform… paired with a great advisory services team.

The result is a unique perspective on the industry: where we are, where we can go together, what trends are here to stay.

Find out what we’re thinking and talking about — and let us know your perspective, too!


Millennials seek financial advice, but finding an advisor who understands their unique fundamentals could be challenging. Advisors must adjust their tactics, offer a wide breadth of technological solutions and a transparent approach to gain this generation’s trust; thereby harnessing their wealth. This paper will explore the following areas offering insight to advisors:

• DECODING THE MILLENNIAL GENERATION 

• THE LIFE & TIMES OF MILLENNIALS 

• A NEW OUTLOOK ON INVESTING 

• THE NEXT GENERATION SERVICE MODEL

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President and COO Steve Dunlap was recently featured in a podcast on the XY Planning Network – an innovative concept focused on providing financial advice to new generations.

Steve provided a unique take on the financial planning industry from a business development and software solutions perspective. He’s at the forefront of changes in technology and lends his expertise to help explain how those changes will impact the financial planning industry.

Steve, and host Allen Moore, discussed the upcoming trends on the horizon. Are advisors in danger of being replaced by “robo advisors?” How will the new changes in the Department of Labor ruling impact advisors? Will fee compression depress the growth in the financial planning industry? In addition, Steve offered an interesting set of predictions. Tune in and let us know if you agree with his take on the future of the industry.

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In the post-DOL world, ‘everybody’s reassessing what their digital strategy is,’ says FolioDynamix president Steve Dunlap.

An interview with FolioDynamix president Steve Dunlap was recently featured in ThinkAdvisor.com. To learn more about our fi-borg approach, which helps financial advisors leverage technology to enhance the advisor-client relationship, and to request a reprint of the article, please click below.

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Can firms and advisors succeed in the new environment created under the DOL Fiduciary Standard Rule? Our whitepaper discusses the implications of the rule, released in April, and suggests best practices for firms to succeed.

For information on our new VisX Gateway solutions, designed to help firms succeed in the wake of the new Fiduciary Rule, click here

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The new Department of Labor Fiduciary Standard Rule focuses on putting an investor’s best interests ahead of all other factors when providing investment advice to a retirement investor.

For a complimentary DOL Exposure Assessment, contact DOLSolutions@FolioDX.com.

For an overview of the DOL Fiduciary Rule potential impact on your business, please click below to download the whitepaper.

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Download the whitepaper

To download the white paper, please complete the form below:

First Name *

Last Name *

Your Email *

Phone Number *

Company and Title *

State/Province *

AUM: *