Wealth management can be thought of as a comprehensive service focused on taking a holistic look at a client’s financial picture, including services such as investment management, financial planning, tax planning and estate planning. Wealth management is generally considered a “high-end” type of service, and some wealth management firms may […]
Financial Management
Ask any advisor and they’ll tell you the No. 1 complaint they have about their technology solutions is that they don’t work well together and, as a result, require manual intervention throughout their processes and workflows. Because of this, many firms are running out of capacity, can’t scale and are leaving […]
/https://specials-images.forbesimg.com/imageserve/61981779482712c0493fd46f/0x0.jpg "BNY Mellon Wealth Management’s Kirti Naik On Growth-Oriented Digital Transformation + The Importance Of Data-Led Alliances")
More than ever before, as marketing continues to be at the forefront of digital transformation, the function must work aggressively to pivot from being a cost center to a true driver of growth. To do this, many critical organizational shifts need to take place ranging from cultural changes, to insights […]
Structured investments platform provider Simon Markets has partnered with both Envestnet and Fidelity Institutional to provide advisors with easier access to structured products, according to recent announcements from the three firms. Envestnet’s integration allows advisors using its unified managed account platform to provide end-clients with structured investments as “fee-based solutions,” […]
eMoney Advisor will be leaning into device learning and adaptive software program in the coming calendar year. The money preparing technological innovation developer is currently making new predictive functions for its money flow-based preparing and marketing and advertising functions, with availability anticipated sometime in 2022. eMoney also gave updates on […]
The AmeriFlex Team, a Las Vegas, Nev.-centered hybrid RIA and super workplace of supervisory jurisdiction of impartial broker/dealer SagePoint Money, has introduced an unusual succession planning application for advisors within 5 yrs of retirement, established in collaboration with Larry Roth, senior strategic advisor at the OSJ, managing companion of RLR Strategic Partners and longtime unbiased […]