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Author: Frank Coates

Frank is a co-founder of Wheelhouse Analytics, acquired by Envestnet in 2016. Frank Coates has long been recognized for providing innovative technology and data and analytical solutions to the investment management industry. Prior to co-founding Wheelhouse Analytics in 2007, Frank founded Coates Analytics, LP, where as CEO, he pioneered the development of asset flow analytics and dashboard technology in the retail financial product distribution industry. In 2007, Coates Analytics was acquired by PNC Global Investment Servicing (formerly PFPC). Frank is a former Director of Sales for Strong Mutual Funds and Director of Separate Accounts for Dreyfus. He is a highly regarded industry thought leader and is often quoted in industry journals. Frank has more than 20 years of experience in financial services focused primarily on business management, technology, and the distribution of financial products.
Advisor Insights

Advisor Insights Weekly Updates: April 6 – April 10

April 13, 2020April 13, 2020 Frank Coates

Comparing last week to the previous 72 weeks (18 months), advisors’ investing activity slowed from 4 times average to 2 times average transaction volume, as compared to the past 18 months...

Advisor Insights

Advisor Insights Weekly Updates: March 30 – April 3

April 7, 2020April 13, 2020 Frank Coates

Advisors remain very active making small changes to client portfolios, harvesting tax losses, and fine-tuning risk tolerances, while generally keeping their clients invested to meet their objectives...

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