How to use the Pirate Framework to standardize company metrics
Learn how we use the Pirate Framework to understand, discuss, and measure the entire client lifecycle consistently across all products.
Explaining APEs, decoding burnout, and using your portfolio as collateral
Learn about AMC’s strategy to raise money with APE stocks, how to recognize three types of burnout, and more in The Investor’s Mindset.
Building a centralized analytics organization through a decentralized divisional model
A divisional model can encourage autonomy and creativity by trusting people. See how we use it at M1 for better products and analysis.
Financial wellness tips to help you unwind
Time off is an important part of financial wellness. Use these three tips to manage your money while away so you can fully enjoy your break.
Margin loans: What to know before borrowing
Learn how funding short-term expenses with portfolio margin loans let you keep your investments on track, while reducing your tax burden.
How we use machine learning to predict client assets
See how we use machine learning to improve initiatives, strategically plan for the future, and market to investors who may benefit from M1.
How government policy affects your portfolio
The U.S. government just passed the Inflation Reduction Act of 2022. See highlights and how the government policy can affect your portfolio.
July’s jobs report, Inflation Reduction Act highlights, and more
Market news for August 8-11, 2022, including the Inflation Reduction Act, consumers’ inflation expectations, July’s jump in jobs, and more.
Data science in finance: 5 applications transforming the industry
Discover how data science is transforming the finance industry through five common ways finance companies use data to improve business.