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AI ILLUMINATIONS: Automation is Supercharging The Account Opening Process
While the rapid advancements in financial technology will never completely replace a human Financial Advisor relationship, it is definitely changing the way wealth management firms work.
WEALTHTECH INSIDER: Here’s What Makes a Perfect Match for Advisors Breaking Away or in...
Recognizing that, even amid the recent Covid pandemic, advisors are breaking away from brokerages and switching between firms at an accelerating rate, Orion has entered the matchmaking business.
The Taylor Market Report (10/17/23)
S&P 500 and equities are continuing to expect both strong earnings AND a Fed easing. However, ignoring world events plus interest rates NOT easing will result in a HUGE disappointment to investors.
DWN Publisher Notes For 10/17/23
Friends, what news is news? We ponder this DEEP EXISTENTIAL QUESTION while also delving into a large state's new crypto legislation and how technology affects advisor recruiting plus more. READ UP!
INTELLIGENCE FOR GROWTH: Make an Impact With Clients and Prospects Through Custom Content
When it comes to standing out as a financial advisor, it is paramount to differentiate your business with custom messaging which can ultimately help grow your practice.
Decentralized Diaries for the Week of 10/17/23
Israeli authorities allegedly identified stablecoin wallets with ties to terrorist groups.
Our thoughts and prayers are with the victims of the current conflict on both...
How Robust Tech Stacks Can Support Recruiting of Wirehouse Breakaway Advisors
As industry consolidation continues apace and wirehouse breakaway recruiting wars intensify, it is clear that technology and digital solutions comprise a compelling part of an independent firm’s value proposition.
The Role of Technology for Recruitment & Retention in Wealth Management
By: The Wealth Mosaic
Our survey of C-suite/C-level executives across the various segments of the wealth management industry in the US pinpointed the importance of...
WEALTHTECH INSIDER: There Are Better Ways to Measure Financial Success Than Returns
Measuring success in investing in terms of the performance of financial markets has very little to do with real life. Real people have goals & some of those goals are essential to achieve, while others are more aspirational.
Advisor Tech Talk (Week of 10/17/23)
You’ve probably heard this one before, but we had another busy week in advisor technology headlines—but while the bulk of the...