WEALTHTECH INSIDER: Why Today’s Inflation Calls for Goals-Based Solutions
The recent rise of inflation has certainly created new challenges for investors, said Scott Ladner of Horizon Investments, on The Weighing Machine, a podcast from Rusty Vanneman of Orion Advisor Solutions.
INTELLIGENCE FOR GROWTH: Digital Marketing Should Be A Fun Part Of Your Growth Strategy—Why...
Wealth managers have a huge opportunity to grow through digital marketing, finding new clients, more assets, and potentially new advisors via mergers and acquisitions.
WEALTHTECH INSIDER: Why Email and Video Marketing Still Resonate with Prospects
An advisor’s digital brand presence matters more than ever, but it is not always obvious how to take advantage of digital channels to find new business and keep your current clients engaged.
AI ILLUMINATIONS: How Financial Firms Can Decide What to Automate First
How can companies starting on their technology journey identify the right process to automate? The answer is multifaceted, per Phil Sheridan at JIFFY.ai, an autonomous enterprise platform for finserv organizations.
WEALTHTECH INSIDER: Advisors Shouldn’t Be Afraid To Talk Taxes
Financial advisors have a huge opportunity to help their clients with tax issues. The problem is that many advisors believe providing tax assistance to their clients is tantamount to providing tax advice.
AI ILLUMINATIONS: How The “Autonomous Enterprise” Will Change Wealth Management For The Better
JIFFY.ai is hard at work to build a future where organizations are extremely efficient and able to deliver superior, personalized and digital enabled services to their clients.
AI ILLUMINATIONS: The Value of An Automation Center of Excellence
Wealth management firms may take a deeper dive into automation by adopting a transformational approach, says Sudhish Sasidharan, Solutions Consultant with JIFFY.ai.
Fintech Corner: Look Before You Leap – How To Drive Profitability With The Right...
In the absence of a CRM, businesses fall back on doing business by e-mail, phone and paper, which can cause important information to be lost in translation, or lost in general.
WEALTHTECH INSIDER: Help Clients Improve Outcomes with Goals-based Investing, Part 2
Daniel Crosby, Chief Behavioral Officer for Orion, points out that people spend money in accordance with a psychological hierarchy of needs, prioritizing safety and security first.
INTELLIGENCE FOR GROWTH: Stepping Up Your Communication and Service to LGBTQ+ Clients
As June’s Pride Month arrives, it's important to recognize the potentially unique impact these market forces may have on a certain subset of your clients and prospects: the LGBTQ+ community.