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FINTECH VIEWS: Leadership 101 – Is Mastery of Digital Solutions a Prerequisite?

Empowering others to succeed is the essence of leadership. For asset managers and investment professionals in—or near—the C-suite at their firms, this mandate extends...

FINTECH VIEWS: Could Risk Tolerance Technology Be the Key to Stronger Client Relationships?

Prominent industry juggernauts are bringing risk tolerance squarely into the financial planning conversation from its prior position as a compliance afterthought.

FINTECH VIEWS: Salesforce Integration – Harnessing the Power of Wealthtech

Relationships are central to a successful wealth management experience. That reality extends beyond the advisor/client relationship to how technologies interact with each other within an enterprise.

FINTECH VIEWS: Why Financial Advisors Have to Be Estate Planning Heroes

With myriad benefits to advisors – including building stronger client relationships, connecting with the next generation, and the possibility of bringing held-away assets under their purview – why do so many advisors avoid estate planning conversations with clients?

FINTECH VIEWS: How Technology Is Propelling Success in Multi-Family Offices

Recent Federal Reserve data indicates that the top 10% of families account for almost three-quarters of U.S. wealth. These affluent families have complex wealth management needs.

FINTECH VIEWS: Selling Your Financial Practice

By Kristen Grau, CPA, CVA, CEPA, Executive Vice President More than a third of financial advisors managing 40% of industry assets are projected to retire by...

FINTECH VIEWS: How Technology Is Transforming Impact Investing

The impulse to do good while doing well is much older than popular acronyms like ESG and SRI might suggest. In fact, impact investing...

FINTECH VIEWS: Digital Marketing Best Practices for Financial Advisors

Today’s financial advisors need to cut through the clutter and set themselves apart from the competition. To do so, they must go beyond occasional...

FINTECH VIEWS: How Can People Control Their Data for a Profit?

The Internet has changed lives but has risks and issues, with data taking center stage in current technologies. Successive iterations of the web as we...

FINTECH VIEWS: The Tech Integration Evolution in Wealth Management

As industry watchers have focused on the headline-inducing developments in wealth management – consolidation, private equity, breakaway advisors, the cost of capital – a...