4 Tips for Building an Advisor Tech Stack as a Solopreneur
The digital age has given rise to the solopreneur advisor, working independently without a team to get things done. These… Read More
Fintech
Financial planning technology is essential for balancing personalization and scale in the delivery of financial advice. Keeping up with fintech solutions empowers advisors and firms to transform their planning experience through innovation. A greater understanding of financial planning technology can help you and your firm realize higher planning ROI.
Holistic Financial Planning: 4 Steps to Get Started
Holistic financial planning incorporates a client’s total life and financial circumstances into their plan. The purpose is to go beyond… Read More
Using Account Aggregation to Grow Your Business
It would be difficult to create a holistic financial plan for any client without a full picture of their financial… Read More
Is There an RIA Tech Stack Recipe?
As a technology consultant in the wealth management industry, the number one question I get asked by advisors, planners, business… Read More
Monte Carlo Simulations for Retirement: Sparking Conversations that Matter
When talking about retirement, financial planners may find themselves answering some of the same questions for many of their clients:… Read More
What Planning Analytics Do Advisory Firms Need and Why?
As digital customer interactions show no signs of slowing, the race to utilize business intelligence is on. This is especially… Read More
Recruiting Top Financial Advisors
Advisor recruitment is always a priority for financial institutions and broker-dealers. Financial advisors are the lifeblood of these organizations. And… Read More
The Latest Advisor Tech Stack Research (Plus 5 Mistakes to Avoid)
Picture your last exceptional customer experience. Maybe it was checking in with a Hilton app that automatically set your room… Read More
The Role of Technology in Pro Bono Financial Planning
Financial advisors typically serve those of means. But in the wake of the disruption from the COVID-19 pandemic, the lower-… Read More
Top Considerations for Overcoming Legacy Banking Systems
When you want to make the most of a market opportunity, there’s often a capital investment needed to help you… Read More
eBook: Candid Conversations - Suddenly Single
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