WEALTHTECH INSIDER: How Big RIAs Are Using Technology To Scale Smart
Technology can help wealth management businesses discover operational efficiency, allowing staff to spend less time on day-to-day, repetitive tasks and more time on value-additive client-facing activities.
AI ILLUMINATIONS: Disrupt with Compassion!
Technology should be implemented for the sake of people, the industry and to make our world a better place today and for future generations. But technologists don’t always have the people top of mind.
TheALTinvestor: Why Crowdfunding Is Having Its Moment
Crowdfunding has doubled in the US - growth Matt Belcher of Cal-Tier believes is driven by regulatory clarity. expanding opportunities and better technology
WEALTHTECH INSIDER: Bucketing Client Goals to Help Them Protect, Live, and Dream
Behavioral finance has discovered a tendency in humans to create “mental accounts” or “buckets” and having a bucket earmarked for safety can go a long way toward calming the nerves of rattled investors.
AI ILLUMINATIONS: Rethinking Wealth Management’s Relationship With Technology Providers
For years, much of the wealth management industry has viewed technology providers like vendors when they should be viewed as partners, said Crystal Andrus of JIFFY.ai.
WEALTHTECH INSIDER Four Ways to Upgrade Your Client Experience
To create the kind of wealth management experience your clients expect, you need a well-thought-out strategy that includes four critical components
AI ILLUMINATIONS: Only Fools Rush In – Why Fintech First Movers No Longer Have...
Advisors are surrounded by a bewildering array of new technologies and ideas purporting to help them grow and become more efficient, said Michael Partnow head of wealth management at JIFFY.ai
WEALTHTECH INSIDER: Building Toward Client And Business Goals, One Day At A Time
Winning the day means knowing what is controllable, working to control those things, and leaving the rest alone. It’s a mindset that can benefit you and your clients through good times and bad.
Fintech Corner: Why Financial & Tech Companies Need To Think About Mental Health
After the tumult of the past few months, maybe we all need a mental health break, or at least to focus some time and energy on our wellbeing. For many years, the topic of mental health has been little addressed.
AI ILLUMINATIONS: This Year, Put Experience At The Top Of Your Tech Concerns
Another new year is upon the wealth management industry, spurring firm leaders and advisors to review their businesses and consider changes that need to be made to address their evolving needs.