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.
WEALTHTECH INSIDER: Help Clients Improve Outcomes with Goals-based Investing, Part 1
Behavioral finance is at the heart of financial advice & wealth management, according to Orion Advisor Solutions, which has embedded an asset bucketing functionality - Protect Live Dream - into its software.
WEALTHTECH INSIDER: Why Now Is a Crucial Time to Talk About Risk, Part 2
Financial markets are awash with risk right now, said Rick Bookstaber, founder of Fabric RQ, but one risk category that investors likely won’t have to worry about long-term is geopolitical.
Fintech Corner: Super-Charging Growth With Data and Deep Integrations
Implementing technology for growth often involves re-visiting core technology to make sure it’s still relevant to an advisor’s needs. For most of the last 45 years, a simple CRM was sufficient.
TheALTinvestor: A Fintech That Eats Its Own Fundraising Cooking
CalTier, a disruptive fintech investment platform launched a crowd-funded investment raise, harnessing some of the very regulations it uses to bring investment opportunities to the masses to raise funds itself.
Fintech Corner: Technology Can Bring An Enterprise Firm Together When Most Are Working Apart
For financial advisory firms to get their technology up-to-date at an institutional level, it will require some form of data Rosetta stone. That's where Australian fintech Practifi can help.
WEALTHTECH INSIDER: You Still Need Fixed Income—Here’s Four Tips for Investing
Historically, low interest rates kept the annual returns of most low-risk bonds under 2% for over a decade, but inflation and a heating economy are sending rates back up
Fintech Corner: How Practifi Converts Satisfied Clients Into Raving Fans
Practifi, a business management platform for the wealth management industry, seeks to cultivate raving fans through a set of client advocacy initiatives, said Lindsay Hanson, head of client success.
WEALTHTECH INSIDER: Are Megatrends a New ‘Free Lunch’ In Investing?
Incorporating thematic ETFs that embrace major “megatrends” can provide an opportunity for enhanced returns, and done correctly, result in little additional market risk.