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.
Fintech Corner: RIAs Stay Nimble in the Face of Cyber and COVID Headwinds
Practifi's Adrian Johnstone recently joined the DWealth Muse podcast to discuss the role of CRMs in RIAs, cybersecurity for advisors and how COVID has impacted the relationship between advisors and tech.
Fintech Corner: How CRMs Play a Vital Role in RIA Compliance
Practifi chief commercial officer and co-founder Adrian Johnstone joined Dara Albright on a recent episode of DWealth Muse to discuss the role that CRMs play in the adoption of digital assets.
WEALTHTECH INSIDER: Three Steps to Help Protect Your RIA from Data Breaches
Data security breaches grab headlines every day, exposing businesses & their clients to grievous costs & potential liabilities. In the first half of 2021, more than 1,700 data breaches have exposed about 18.8 billion records.
WEALTHTECH INSIDER: The Roles Of Advisor Tech And Communication For Pandemic-Era Breakaways
Months of pent-up entrepreneurial demand and the flexibility of on-demand, remote service have set the stage for a surge in breakaway activity.
WEALTHTECH INSIDER: Email And Video Are Must-Haves In An Advisor’s Prospecting Toolkit
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.
Fintech Corner (8/3/21)
Over the next 25 years, 45 million U.S. households will transfer nearly $70 trillion worth of wealth, but many financial advisors lack the tools and soft skills to manage the rising generations of clients.