In this episode, Drew provides her global perspective on how technology is shaping the future of wealth management, which tech driven solutions have been overhyped, and which are underrated!
Joel Bruckenstein and Bob Veres: From WealthTech’s effect on Advice to Survival of the “Most Authentic”
In this episode, The industry legends share top insights and learnings from their recently released Technology Survey and how they impact industry trends overall, provide guidance to advisors of all sizes and more.
Ron provides his thoughts on what advisors absolutely need to be thinking about regarding the tech stack of the future.
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.
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.
Advisory firms who leverage advanced tech integration, have a bigger book-of-business, generate more financial plans, and have more time to spend with clients. John Yackel of Envestnet and Michael Wilson of First Citizen Bank sit down to discuss.
Discover the benefits of data analysis and how advisors can use data to better support clients.
Financial institutions (FIs) and wealth management firms need to be focused on analytics for good reason: Data analytics provide the deep level of business intelligence that firms require to identify the largest growth opportunities as well as their biggest risks.
Data aggregation and analytics are top of mind for advisers, but how can they help your clients? Anil Arora of Envestnet Yodlee offers some strategies.