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FINTECH VIEWS: Leadership 101 – Is Mastery of Digital Solutions a Prerequisite?
Empowering others to succeed is the essence of leadership. For asset managers and investment professionals in—or near—the C-suite at their firms, this mandate extends...
FINTECH VIEWS: Could Risk Tolerance Technology Be the Key to Stronger Client Relationships?
Prominent industry juggernauts are bringing risk tolerance squarely into the financial planning conversation from its prior position as a compliance afterthought.
The Week in Digital Wealth (7/9/24)
Multiparty collaborations are (finally) seeing the light, with a focus on niche utility. That said, the industry is (seemingly) shifting back to its startup...
Decentralized Diaries for the Week of 7/9/24
Legislative efforts swung back and forth, with the industry having some losses. Expectations of a win on Capitol Hill are in the air. The...
MARTECH MINUTES: Advisor Recruiting: ‘Free’ Enterprise Marketing Services and Tools
The wealth industry has evolved, and free advisor marketing services and tools empower advisors with invaluable resources to attract more clients and retain existing ones.
Advisor Tech Talk (Week of 7/9/24)
Another summer holiday week is in the books, but there’s still plenty to discuss in advisor technology—including two potentially industry-changing announcements.
One,...
FINTECH VIEWS: Why Financial Advisors Have to Be Estate Planning Heroes
With myriad benefits to advisors – including building stronger client relationships, connecting with the next generation, and the possibility of bringing held-away assets under their purview – why do so many advisors avoid estate planning conversations with clients?
AI & Finance™ | News for the Week Ending 7/5/24
Happy Independence Day and welcome to another busy edition of AI & Finance.
Today, before we get to our headlines, we’d like to introduce a...
Advisor Tech Talk (Week of 7/2/24)
Artificial intelligence is everywhere, but not everywhere in wealth management—yet.
In fact, as we frequently note in our weekly AI & Finance...
AI & Finance™ | News for the Week Ending 6/28/24
We write a lot about the positives and potential of artificial intelligence because it’s fun to envision the future and watch it unfold and...