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WEALTHTECH INSIDER: Bucketing Client Goals to Help Them Protect, Live, and Dream

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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.
Data breach

WEALTHTECH INSIDER: Revisiting Three Steps to Help Protect Your RIA from Data Breaches

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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

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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

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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

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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

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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

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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

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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

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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

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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.