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WEALTHTECH INSIDER: Bucketing Client Goals to Help Them Protect, Live, and Dream
Behavioral finance has discovered a tendency in humans to create “mental accounts” or “buckets” and having a bucket earmarked for safety can go a long way toward calming the nerves of rattled investors.
WEALTHTECH INSIDER: Revisiting 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: For Better Engagement, Treat Clients Like Individuals, Not Buzzwords
As advisors try to broaden their clientele, they’re better off focusing on creating memorable experiences than on trendy client groups and prospect sources.
Back to School: What to Learn this Year in WealthTech
As students (and parents) get back into the groove of another school year, the hard work of learning, studying and practicing has begun. The...
WEALTHTECH INSIDER: How Advisors are Influencing Clients to Take Their Financial Advice
The role of an advisor has shifted rapidly in recent years. Investors no longer approach them to “beat the market” or to perform stand-alone asset management that has become commoditized in our industry.
BACK OFFICE HEROES: How to Avoid Tech Regret When Building Out Your Wealthtech Stack
When a firm realizes it has an unsustainable level of technology debt, it has to play catch up so that it will be able to leverage the ever-more-efficient technologies to come.
WEALTHTECH INSIDER: Most Advisors Have A Swivel Chair Problem
Most of advisors’ frustrations with wealth management technology stems from one issue: their applications, platforms and systems aren’t playing well together.
WEALTHTECH INSIDER: How to Grow Through the Next $1 Billion AUM
After founding a business and setting out on their own, advisors must plan early to achieve enough growth to reach their first $1 billion in AUM—then it’s time to reassess.
WEALTHTECH INSIDER: People are the Key to Great Experiences
Technology is causing a convergence in industries – even in the financial industry, products are relatively similar and the same services are offered at scores of advisory and wealth management firms.
WEALTHTECH INSIDER: How to Know It’s Time to Find a New Tech Provider
It’s common for advisors to have a love-hate relationship with their technology—most advisors got into the business out of a love of working with people or investment portfolios, not out of a love of using software.