INTELLIGENCE FOR GROWTH: How Advisors Can Use Video To Meet Prospective Clients Where They...
Good wealth management marketing meets clients where they are. That increasingly means that video is the way to go, according to Clout by TIFIN, an AI-powered advisor content marketing platform.
Fintech Corner: Using Technology To Unify A Firm
Technology has long been a force for unity within financial services firms, but not always in a good way. offering little in the way of data-sharing, said Adrian Johnstone, President of Practifi.
WEALTHTECH INSIDER: Here’s What Makes a Perfect Match for Advisors Breaking Away or in...
Recognizing that, even amid the recent Covid pandemic, advisors are breaking away from brokerages and switching between firms at an accelerating rate, Orion has entered the matchmaking business.
INTELLIGENCE FOR GROWTH: Make an Impact With Clients and Prospects Through Custom Content
When it comes to standing out as a financial advisor, it is paramount to differentiate your business with custom messaging which can ultimately help grow your practice.
Fintech Corner: Why Integration Must Be More Than A Fintech Buzzword
The word “integration” is so commonly uttered by technology providers that it’s become the corner square on the fintech BINGO board, but they describe something incredibly important to advisor technology
MARTECH MINUTES: From Facilitator to Educator – The Changing Role of Industry Professionals
In recent years, there has been a growing expectation among the public that wealth managers should provide more than just advice on which products to purchase.
WEALTHTECH INSIDER: There Are Better Ways to Measure Financial Success Than Returns
Measuring success in investing in terms of the performance of financial markets has very little to do with real life. Real people have goals & some of those goals are essential to achieve, while others are more aspirational.
INTELLIGENCE FOR GROWTH: 6 Ways to Use Content to Help Your Clients Through...
Advisors can help keep their clients on track through current turmoil with some timely and highly-personalized messaging, said Jay Manciocchi, Head of Content at TIFIN Clout
WEALTHTECH INSIDER: How Inflation May Change the World & What Investors Can Do About...
“Inflation is not a problem for our time, it is a problem for all time,” said Michael Ashton on a recent podcast hosted by Rusty Vanneman of Orion Portfolio Solutions.
MARTECH MINUTES: Why a MarTech Strategy is Important for Wealth Firms
Among the diverse array of innovative technology options, MarTech, or Marketing Technology, stands out as an instrumental tool for the wealth industry.