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BACK OFFICE HEROES: Is It Too Late to Start a Digital Transformation?
Most companies and financial advisors realize the benefits of updating and transitioning to digital solutions, but a total transformation can seem daunting.
The Week in Digital Wealth (11/14/23)
Industry innovations continued to take center stage as earnings season set in.
DTCC launched its data product.
Broadridge launched twin analytics products.
J.P. Morgan's "JPM Coin" has...
MARTECH MINUTES: 7 Signs It’s Time to Replace Your Marketing Technology
Effective marketing technology (Martech) can significantly enhance your business performance by increasing marketing efficiency, improving client experience, and bolstering your advisors' business growth.
Top 5 VC Deals of the Week in Fintech (11/14/23)
Rolaids...
VC funds were getting bigger and bigger, feeding the idea of capital abundance and lavishly funded startups. Now, raising more and...
Advisor Tech Talk (Week of 11/14/23)
It’s finally here—a break in the frenetic pace of technology news in the wealth management space.
There’s still plenty to read about...
WEALTHTECH INSIDER: How Technology Can Help Advisors Service HNW Clients
Technology can’t replace the expertise & personal nature of the client/advisor relationship, but it can add efficiencies that keep an advisor on-task & better able to focus their time on a client’s needs.
Fintech Corner: Why Firms at Scale Need Different Technology to Take Off
“The technology that helps a start-up mature and move through its growth phase rarely suits that firm’s needs when it comes time to scale,” said Adrian Johnstone, president and co-founder of Practifi.
The Taylor Market Report (11/07/23)
The economy is not as strong as people think. That may be a plus for interest rates, but not for equities. There is a recession coming and it will "come out of the blue."
$15 Billion Summit-Backed Adviser Investments is Now RWA Wealth Partners
Six months after its merger with Ropes Wealth Advisors, Boston-based Adviser Investments announced its rebranding as RWA Wealth Partners. The independent wealth management firm...
Fintech Corner: The Multiple Layers of Personalization in WealthTech
Personalization is the key to differentiation and a great client experience. But implementing personalization as a wealthtech firm requires not only knowing the wealth management firms being served but also their clients.