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Leveraging Technology & Data
Accelerating the WealthTech Transformation
An Envestnet report illuminating opportunities ahead. 5 key themes for 2021 and beyond.
Behavioral Finance
B is for behavioral mistakes—Preventing them may be your greatest value
In this post, we’ll tackle the behavioral mistakes that investors typically make.
Leveraging Technology & Data
Benefits of Account Aggregation for Today’s Advisor
The growth of fee-based advice has led to a more holistic approach of consulting with today’s individual investor. Because of the efficiency and improved outcome of the
approach, holistic offerings as well as the use of goal-focused service is here to stay and the centerpiece that drives the approach is account aggregation.
Leveraging Technology & Data
Benefits of Account Aggregation for Today’s Investor
This piece is approved to use with clients.
Investors today have very complex financial lives. It is not uncommon for an individual or couple to have bank checking accounts, savings accounts, retirement accounts (401k, 403b, Roth IRA’s), investment accounts, etc., spread across multiple institutions, multiple platforms and multiple advisors. This situation makes securing a comprehensive financial plan difficult.
Leveraging Technology & Data
We all use technology, but what's the right tech strategy?
Noni Robinson, head of Bank and Institutional in Vanguard FAS, chats with Bill Martin, CIO of INTRUST Bank, about technology in the advice space.
Behavioral Finance
4 psychological reasons investors buy
Mike Gagala of Russell Investments walks through the four psychological reasons investors buy, from strongest to weakest.
Leveraging Technology & Data
Getting More From Data: How Advisors can Strengthen Their Value Proposition
Discover the benefits of data analysis and how advisors can use data to better support clients.