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How to Create a More Tangible Client Experience and Reduce Churn
The global wealth management industry faces mounting pressures as client demographics shift, market competition increases and churn becomes more commonplace. In the coming years, younger generations will inherit most of the world’s wealth.
Advisor Tech Talk: 11/2/21
Major financial firms Franklin Templeton and Charles Schwab are in the mix this week. Sequoia is morphing into an RIA. And a wealth management-focused fintech firm is inching closer to unicorn status.
Do No Harm: The First Rule When Considering New WealthTech
About a decade ago, many within the industry debated whether advisors fully embracing technology was a do-or-die proposition, with many taking the position that it wasn't.
Advisor Tech Talk: 9/28/21
Wealthtech firms are wrapping up Q3 by enhancing their mobile apps, expanding with new hires, and even changing broker dealers. Let's dive in.
Publisher Notes For 9/14/21
Greetings Fintech Friends! We're back at it this full week with all the news you can use in the digital wealth sector, including recent VC deals, advisor tech happenings and an interview with Sabrina Bailey of the London Stock Exchange plus more. Read up!
Advisor Tech Talk: 9/14/21
Wealthtech is on the move with strategic investments, partnerships, hirings and more. Read Advisor Tech Talk for 9/14/21.
Advisor Tech Talk: 9/7/21 (Summer Wrap Up)
divestitures, partnerships, cryptocurrency adoption, and more. For each theme, there are multiple headlines to go alongside them, but we’ve narrowed them down to a sampling of where we leave off for the summer and where we will pick up for the fall.
Publisher Notes For 9/1/21
Greetings, Fintech Friends! This week we delve into the future of fiat currencies, hear from multiple sources that it's now crucial for advisors to go digital & chat with Patrick Murray of STP Investment Services plus more! Read up!
Advisor Tech Talk (8/31/21)
Millennials are poised to flock to robo advisors, wealth management platforms are becoming increasingly automated and M&A is afoot in the wealthtech space.
Publisher Notes For 7/28/21
Greetings from Digital Wealth News™ ! This week we revisit the value of consistency in digital marketing, check up on Amazon's latest crypto antics and chat with Paul Camuto of fintech Broadridge Financial Solutions, plus more! Another PHENOM edition! Read up!