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ADVISOR GROUP TO SIMPLIFY BUSINESS STRUCTURE UNDER ONE NEW BRAND
Rumor became reality as Advisor Group announced plans to consolidate its multi-firm network into a single, rebranded entity. Over the next 18 to 24...
Rethink. Financial Advice Podcast: Ignore Marketing Data at Your Own Peril Featuring Samantha Russell
Financial advisors rely on data to help their clients, but what happens when they ignore marketing data when it comes to growing their business? ...
Smarsh Announces Enhancements to its Professional Archive Platform
RegTech firm Smarsh announced this week several enhancements to its Professional Archive offering. The new additions are focused on simplifying compliance processes for RIAs and broker-dealers,...
Compliance and Tech Lessons from the Collapse of Silicon Valley Bank
The collapse of the Silicon Valley Bank (SVB) has sent shockwaves through the technology industry, with investors, bankers, regulators and technology companies pointing fingers...
STANDARD DEVIATIONS PODCAST: Dr. Tom Howard – Behavioral Finance and Asset Management
This week on the Standard Deviations Podcast, Dr. Daniel Crosby is joined by Tom Howard of Athena.
Dr. Howard oversees Athena’s ongoing research which has...
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.
BACK OFFICE HEROES: The First Step in the Financial Planning Process is Client Data...
Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship.
BACK OFFICE HEROES: Why Financial Advisors Matter More During Recessions
Rumbles of recession can spark fear for both investors and customers alike. Not knowing which way economic winds may blow can lead to client hesitation when it comes to making strategic financial investments.
Smarsh Adds Sheldon Cummings to Lead Wealth Management-Focused Business Unit
RegTech provider Smarsh has made another addition to its senior leadership team. The company announced this week that it hired Sheldon Cummings to serve...
WEALTHTECH INSIDER: How OCIO Helps Grow and Scale Your Business
Outsourced chief investment officer solutions, or OCIOs, have been available for a while, but were often viewed as higher touch versions of turnkey-asset management platforms.