WEALTHTECH INSIDER: Defuse Tough Client Conversations With 4 Questions
When the market goes haywire or a client’s financial life is jolted by an unanticipated surprise, how do you help them stick to their plans? Their long-term goals might seem very far away during a difficult moment.
WEALTHTECH INSIDER: Finding the Dollars-and-Cents Impact of Modern Behavioral Coaching
The past year has shown investors the value of working with a seasoned financial professional, but how do you quantify the benefits of planning, guidance, and behavioral finance?
TheALTinvestor: How Technology Is Opening Alternatives To Everyone
Everyone should have the ability to invest in the best real estate opportunities, but few do. But there are some companies on the fintech frontier that are working to change that, including CalTier.
Fintech Corner: A Time to Reflect on What We’re Thankful For
This time of year, many American families gather around the table and take a moment to tell each other what they are most thankful for. But to the Australian co-founders of Practifi, Thanksgiving is a new experience.
WEALTHTECH INSIDER: 3 Surprises From Orion’s Tax Management Survey
There is a growing disconnect between what investors want from their advisors, and how advisors feel they should use their time. Recently, Orion surveyed both groups to uncover potential opportunities for advisors.
WEALTHTECH INSIDER: Orion Tax Pulse Survey – Client Expectations for Tax-Smart Advice are Underestimated...
A recent survey commissioned by Orion Advisor Solutions found that nearly 80% of investors believe their advisors should be focused on minimizing their tax obligations
WEALTHTECH INSIDER How Timing And Tax Management Fit Into The Bigger Picture For Your...
When advisors look for ways to reduce their clients’ tax exposure, they establish exactly why a financial professional’s guidance is so valuable. Over time, finance has only become more complicated.
Fintech Corner: Why Client Success Is the Keystone To Fintech Partnerships
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.
TheALTinvestor: Real Estate Crowdfunding Firm CalTier Launches Alternatives Investing Platform
CalTier, a private real estate crowdfunding investment specialist, has built an alternative investing platform that can be accessed by nearly any investor even from their cell phone.
WEALTHTECH INSIDER: 3 Reasons Why Digital Banking is Taking Off in the RIA World
Advances in technology and industry consolidation are blurring the once-tidy lines between different players in the financial services world. Broker-dealers moving beyond commission-based service adopt tech and more.