Evaluating technology ROI is crucial for ensuring that investments in digital tools and platforms directly contribute to operational efficiency and client satisfaction. This process helps to align technology spending with the firm’s strategic goals, driving growth and enhancing the value delivered to clients. Ultimately, evolving digital experiences for clients and advisors can help firms deliver …
The custodial space is notoriously difficult to break into, but Betterment wasn’t afraid to take the leap. While larger custodians are locked in a battle for scale, Betterment saw an opportunity to better serve smaller RIAs by helping them leverage the platform to support their growth and operational efficiency. In this episode, Shannon Rosic, director …
The future of the wealth management industry isn’t going to be dominated by robots. Instead, it will be an evolving hybrid market in which human advisors use digital techniques to gather data and generate thoughtful, and more precise recommendations faster and more objectively than they do today. When it comes to artificial intelligence, the challenge …
The fastest-growing, most resilient RIAs are relying on modern technology to deliver a differentiated experience and keep up with client expectations. Given the significant amount of market turmoil over the past year, having the right technology, data, tools and perspective are more important than ever to navigate volatility and a dynamic risk landscape. Fortunately, Addepar …
Is the perfect tech stack a unicorn…does it even exist? The battle between all-in-one versus best-of-breed wages on. But, Practifi, a performance optimization platform, is on a mission to help wealth management firms create the perfect tech stack. Can a firm get an idealized tech stack for their needs? Absolutely. Would it be perfect for …
Nebo, which stands for needs based optimization, was born after nearly a decade of GMO research focused on solving for optimal portfolio construction that seeks to minimize shortfall risk. Nebo has already passed $1B in platform assets, after launching in 2022, and the brilliant minds at the firm are on a mission to bridge the …
AI continues to dominate headlines in the wealth management space. But, will it eventually end up replacing everything outside of actual conversations between an advisor and a client? Possibly. Generative AI may still seem intimidating to many, but the reality is the future belongs to those who are willing to learn and implement it correctly. …
Is a picture worth a thousand words? In the case of visiWealth, the answer is yes. Financial planning is complicated and often full of jargon that is complex. As advisors know, when complexity increases, understanding can often decrease, and it can be a challenge to get clients to trust what they don’t understand. This is …
A powerful CRM is crucial for financial advisors if they ultimately want to grow their business. As firms gain access to more and more data, the CRM has become the centralized hub to capture, organize and manage data through the entire client lifecycle. With more information available than ever before, advisors can use this technology …
The role of the CTO has morphed into a complex, evolving set of responsibilities. Historically, technology was seen as an expense to reduce, but as firms redefine themselves in this digital era, we’re seeing the technology strategy become intertwined with business strategy. Yet, very few RIAs have a CTO. As technology and data become central …