Fintech Corner: How to Keep Culture as Remote Work Becomes Permanent
Even without the experience of a global pandemic, it makes sense that the world has moved to remote or work-from-home. In response, Practifi is organizing quarterly in-person summits for its employees.
Fintech Corner: The Evolution of Building an Ideal Tech Stack and Why Firms Get...
Tech stack is a term that appears across the journalistic and marketing materials targeted towards financial advisors, but where did it come from, what does it mean and where do you start in building one?
WEALTHTECH INSIDER: 3 Pain Points of Client Onboarding—and How to Make Yours Better
All too often, client onboarding can be an unpleasant experience. There’s paperwork to sign, wait times to endure, and general uncertainty that can creep in.
TheALTinvestor: How WealthTech Makes It Easier to Get Alts into IRAs
Advances in financial products, regulation and technology are allowing investors to more easily open, fund and invest within self-directed retirement accounts.
WEALTHTECH INSIDER: Putting Geopolitical Crises in Perspective
While the recent Russia invasion of Ukraine is unsettling, historically, these major geopolitical events have not significantly moved capital markets unless a recession develops globally or in the U.S.
WEALTHTECH INSIDER: Orion Focusing on Helping Advisors Address The ‘Investor Problem’
Over the past two years, change has accelerated within the financial and technology industries, and Orion has pivoted to keep up, helping advisors solving investment problems & addressing issues with the end-investors.
Fintech Corner: How the CRM Is the First Step to RIA Digital Asset Adoption
RIAs oversee more than $97 trillion in AUM, and while that is an eye-popping amount, it could grow even larger if advisors started to attract more of the digital asset pie.
WEALTHTECH INSIDER: Risk – The Discussion Every Advisor Needs to Have with a...
Financial advisors & investors already know that risk is integral to creating a well-functioning investment portfolio for their clients—but chances are good that clients have a completely different perspective on risk.
WEALTHTECH INSIDER: After Markets’ Rough January, Orion’s Outlook Is Optimistic
Financial markets have taken investors for a ride in 2022, but there are brighter days ahead, according to Orion Advisor Solutions & Brinker Capital Investments, who recently addressed the volatility in a webinar.
Fintech Corner: Why Merely Adopting New Technology To Grow Your Firm Isn’t Enough
Many wealth management firms have experienced technology providers who have oversold their software’s ability to catalyze growth in both AUM and number of clients.