Patrick Murray

President and CEO

Patrick Murray is president and CEO of STP Investment Services, a technology-enabled services company that provides solutions to investment managers, funds, family offices, wealth managers and plan sponsors with clients representing more than $330 billion in assets serviced. As founder, it was Patrick’s vision of building a world-class, client-centric, software-driven solutions provider for investment managers’ front, middle, and back-office challenges that led to the creation of STP and then recruiting the balance of the global team.

Technology

To outsource, or not to outsource? That, is the question

Advisors are under immense pressure to streamline their businesses, evolve and modernize their client services — identifying the right operations services provider has never been more important.

By Patrick Murray

August 26

TRENDING

Practice and client management

The AI gap: Clients and advisors feel very differently about artificial intelligence

Research shows wealth managers have much greater confidence in the new technology than their clients. Here's how to shrink the gap.

By Nathan Place

9h ago
Technology

Orion tech president on the promises and pitfalls of AI

A lover of Tesla and AI technology, Orion's Brian McLaughlin warns that for most, it's still too early to trust AI to make financial predictions.

By Rachel Witkowski

9h ago
2024 Best Advisor Pay

What to expect in advisor pay in 2024

Many advisors will have to produce more this year to make the same take-home pay as last year, Financial Planning's annual analysis finds, with low producers under pressure to move up the revenue ladder or move on.

By Dan Shaw

April 29