WEALTHTECH INSIDER: What the ‘Golden Circle’ Teaches Us About Financial Advice
The best advisors add holistic value to their clients' lives, addressing both their personal and financial well-being. Creating that holistic value is a matter of starting with the right questions: “Why, how, and what.”
Fintech Corner: Technology Is Valuable To RIAs Now More Than Ever—Can They Use It?
Until recently, financial advisors were severely limited in the value they could extract from their software, but new, more flexible technology has the potential to simultaneously catalyze growth.
Fintech Corner: Why Data-Centric Technology is Client-Centric Technology
What was once considered a good wealth management technology stack was entirely purpose-driven—as long as the software and equipment did their work reasonably well for the practice.
WEALTHTECH INSIDER: Re-frame Financial Decisions to Help Your Clients Stay on Track
Given the myriad decisions we all face every day, it’s no wonder we end up relying on mental shortcuts, even when making high-stakes financial decisions.
WEALTHTECH INSIDER: Using Financial Goals To Keep Clients On Track
Our goals, whether they are financial or otherwise, should have two foundational elements: (a) they are specific to you, meaning they have personal value for you, and (b) they are aspirational.
Fintech Corner – Roles-Based Apps Recognized Among Best Of FinTech, Wealth Management
Earlier this month, the financial advisory & fintech industries gathered in NYC for the annual Wealthies awards highlighting the most innovative companies serving financial advisors & among the winners was Practifi.
WEALTHTECH INSIDER: Three Real-World Applications of Advisor-Client Personality Tests
It’s no secret the discipline of wealth management has moved toward building relationships, understanding client goals, and the kind of work that generations past might have dismissed as “soft skills.”
Fintech Corner – Enhancing Client Experience Proves Critical for Advisors During Pandemic and Beyond
Technology that can both scale up a practice and zoom-in to offer client experience enhancements is at a premium, said, Tom Westhoff, vice president of Global Sales at Practifi.
Fintech Corner: Let’s Go Digital
With the resurgence of COVID cases due to the rise of the delta variant, corporate America is responding by either setting new vaccine standards or postponing the return to in-office work until a later date.
WEALTHTECH INSIDER: Orion’s New Mandate – Close the Investor Behavior Gap
Orion has built an end-to-end offering of technology, investment and support services to guide investors toward better financial behavior in the moment, which can ultimately lead to better outcomes over the long term.