FINTECH CORNER: The Difference Between a Provider and a Genuine Partner
Financial advisors looking for software to add to their technology stack would do well to seek out providers who engender a culture that supports client success.
WEALTHTECH INSIDER: How Advisors Can Seize the Volatility Opportunity
In the past four months, investors and their portfolios have been dealt with a blow of volatility—but advisors have plenty of tools to reach out and help them.
FINTECH CORNER: Technology For RIAs Is More Valuable Than Ever, But Can They Use...
Until recently, FAs were severely limited in the value they could extract from their software, but new, more flexible technology has the potential to catalyze growth, lower operating costs and improve client experience.
WEALTHTECH INSIDER: Transition Advisors – Navigating The Broker Protocol
More than a third of advisors want more control over their business when going independent or switching their broker dealer, but one wrong step, could cause significant legal issue to arise.
WEALTHTECH INSIDER: Uncovering A New Behavioral Investing Framework
Behavioral finance has enhanced financial planning by working to address people’s behavioral & emotional needs around money, acknowledging that emotional decision making is the genesis of many financial errors.
WEALTHTECH INSIDER: Four Steps for Having Difficult Conversations with Clients
When the market goes haywire or a client’s financial life is jolted, how do you help them stick to their plans? It’s important that advisors give advice & comfort in a way that is consistent with research around “stickiness.”
WEALTHTECH INSIDER: 10 Cutting-Edge Tech Tools That Can Upgrade Your Practice, Part 1
Orion’s experts have shared 10 next-generation upgrades to the Orion platform that will enhance the experience for investors while making advisors’ lives a lot easier.
FINTECH CORNER: Here’s The Technology Lesson Wealth Firms Need To Learn From Medicine And...
Financial advisors can learn a lot from doctors and lawyers. Providing financial advice is evolving into a profession as indispensable and rigorous as medicine and law, said Adrian Johnstone of Practifi.
WEALTHTECH INSIDER: The First 8 Years from Startup to Enterprise
For growing financial firms, the first $1 billion in AUM is the most difficult to achieve because of the amount of change that takes place as a practice becomes a business, and a business transforms into an enterprise.
WEALTHTECH INSIDER: Investor Emotion – Don’t Beat It, Join It
Behavioral finance is sometimes mistakenly seen as a vehicle for ridding investors of their pesky emotions & irrational quirks, so they become something like the Homo Economicus economists imagined them to be.