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Advisor Tech Talk (Week of 7/25/23)
This week in advisor tech news we have a trio of major partnerships leading the way.
The first is that financial wellness...
PreciseFP Announces Partnership with LPL Financial to Provide Advisors with Award-Winning Client Data-Gathering Solution
LOS ANGELES – July 20, 2023 – PreciseFP, the award-winning client engagement and data gathering platform from Docupace, today announced a new partnership with LPL Financial. More...
Advisor Tech Talk (Week of 7/10/23)
A truncated holiday week still leaves us with plenty of news to cover in Advisor Tech Talk.
For example, two big TAMPs,...
STANDARD DEVIATIONS PODCAST: Dr. Emily Koochel – A Fresh Perspective on Financial Psychology
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Dr. Emily Koochel.
Dr. Emily Koochel is an experienced financial professional, academic...
WEALTHTECH INSIDER: Redefine the Client Experience with the Client Portal
An up-to-date client portal needs to offer a streamlined, unified experience for investors and prospects, said Josh Benson, Vice President, Business Development at Orion Advisor Solutions
As Focus Turns to Organic Growth Over M&A, Wealth Managers Combining Digital Engagement and...
With M&A markets much less frothy this year compared to recent prior years, many wealth management firms have shifted their focus to organic growth in the form of recruiting more financial advisors and helping existing advisors win more client relationships.
Mike Zebrowski Joins Docupace as Chief Operating Officer
Docupace, the cloud-based fintech digital operations software company for the wealth management industry hired Mike Zebrowski to serve as its Chief Operating Officer. Zebrowski represents...
DWN Op-Ed: WealthTech’s Three Marketing Mountains (And How to Climb Them)
By Kelly Waltrich
It came to me abruptly, while I was recording a podcast about what I’ve learned from working with so many wealthtech and...
Advisor Tech Talk (3/8/22)
Today, it seems like companies are taking a more conservative approach to reopening plans, and fewer workers are returning to the office.
Advisor Tech Talk: 2/22/22
As advisors awaken to the quickly evolving wealthtech universe, they’re taking a long, hard look at their own firms and industry—and they don’t always like what they see.