Investors are looking for more complex advice, so how is technology helping bridge the gap in areas of financial planning that are currently underserved, like estate and tax planning? In this episode, Shannon Rosic, director of WealthStack Content and Solutions, speaks with Andrew Altfest, CFP®, CEO and Founder of FP Alpha, to learn how his …
The fixed income market is 30x larger than the equity market, but while 92% of equities trade electronically, fixed income continues to be dominated by voice trades and manual processes. Fortunately, a technological shift is happening as automation is having a profound impact on the fixed income market, with workflow efficiency being top of mind. …
Time. It’s the one thing advisors need more of, and fortunately, Catchlight is on a mission to save advisors time and help them reach their top leads quicker. In this episode, Shannon Rosic, Director of WealthStack Content and Solutions, speaks with Yelena Melamed, Head of Product and Co-Founder, Catchlight Insights LLC, about how financial advisors …
Financial advisors are struggling to meet client demands in a post-pandemic, virtual world. Research shows that investors want more virtual services, and a one-size-fits-all service model does not work anymore. In this episode, Shannon Rosic, Director of WealthStack Content and Solutions, speaks with Rob Roquitte, Founder and CEO of eCIO, which is powered by eVestech, …
To help practices monitor, measure, protect and grow their business, FP Transitions provides a valuation driven by customized benchmarks against 50 to 60 key performance indicators. The end result is enabling wealth managers to achieve their goals for mergers and acquisitions, enterprise development, valuation, and growth. In this episode, Shannon Rosic, director of WealthStack Content …
The SEC’s new marketing rule resulted in sweeping changes to how firms can market themselves and interact with investors. Fortunately, modernization of archaic regulations has seen digital platforms take the lead to meet compliance demands. In this episode, Shannon Rosic, director of WealthStack content and solutions, speaks with Brian Thorp, Founder and CEO of Wealthtender, …
Over the last year, the wealth management industry has faced extraordinary market conditions and macro-economic challenges, causing many firms to reconsider their operational strategies. New technology options and investment opportunities are all disrupting the status quo, so it’s critical to pay attention to the subtle yet dramatic changes happening in the independent wealth space that …
Financial advisors have a plethora of options when it comes to building their tech stack. But, how can they ultimately leverage new technology to deliver a meaningful client experience? In this episode, Shannon Rosic, Director of WealthStack Content and Solutions, speaks with Jason Pereira, an award-winning financial planner, entrepreneur, and fintech expert, on how every …
Many firms are sitting on a plethora of data, but have struggled to unlock the true value of it all. Integration enables (often disparate) systems to communicate with each other, and data integration is key to delivering high-quality client and advisor experiences. By centralizing all of the data, firms can gain a holistic view and …
What’s in a name? Acting as a “bridge” to better retirement, Pontera enables retirement savers to get help managing their 401(k) from their trusted advisor. In this episode, Shannon Rosic, Director of WealthStack Content and Solutions, is joined by Nicole Zheng, CMO of Pontera, to talk about how their secure and seamless platform allows advisors …