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Advisor Tech Talk (Week of 3/27/23)
Another week is in the book for advisor tech news, and it was a busy one indeed.
Aside from the rescue of...
MARTECH MINUTES: How Wealth Management Firms Can Grow Harnessing Financial Content
Research suggests that proactive & frequent communication with clients leads to higher satisfaction, and as communication frequency increases, we see customer satisfaction scores increase by 52 percent.
Top 5 VC Deals of the Week in Fintech (3/22/23)
Last week was one for the record books for founders, funders, and The Fed. Let’s throw in the American public, too,...
Advisor Tech Talk (Week of 3/22/23)
This week in advisor tech news we have a small flurry of announcements from last week’s T3 conference in Tampa, as...
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
NewEdge Capital Group Reports Adding $4.38 Billion in AUA Throughout 2022
The Pittsburgh-based NewEdge Capital Group says its “range of affiliation models” have been critical in driving record recruiting results for the 2022 full year,...
Advisor Tech Talk (Week of 3/14/23)
The world’s eyes might be on the banking industry, with the sudden failure of Silicon Valley Bank, but there were other...
Alliance160’s Amanda Teeple on Designing Alts for Retail Wealth Space
Standing out in crowded and complex retail capital markets doesn’t happen by chance in the best of circumstances. And for many, the current landscape...
Advisor Tech Talk (Week of 3/7/23)
While it wasn’t the busiest week in advisor tech news, there were a few announcements with major repercussions for the financial...
White Glove Launches Turnkey Estate Planning Solution
With an estimated $68 trillion in wealth moving from Baby Boomers to younger generations in coming decades, the demand for estate planning services is...