Bolstering information security
Information security is a key issue for any company and can quickly become a matter of life or death for your operations. As an investment advisor, it is your duty...
Apr
18
Blog
Mar
18
Optimizing your practice using data
The eternal question persists… How do you become more profitable? Meet Jessica, a seasoned advisor with a well-known investment management firm who wants to take her practice to the next...
Feb
20
Deliver projects with confidence in 2019
The pace of change in the financial services industry is fast and accelerating. We want to deliver new tools to improve efficiency and offer new products to stay competitive....
Sep
25
Is the future of portfolio management a goal-based investment strategy?
For the past decade, the wealth management industry has discussed shifting from a product-based, sales-focused wealth management environment to one centered on holistic advice and goal-focused service....
Sep
4
Let’s demystify digital advice
Digitalization, digital advice, digital investment, digital wealth management, and hybrid advice are all current terms widely used in the wealth management industry. Are they just buzzwords or can digital advice...
Jun
5
Leading the change with blockchain
The term “blockchain” is popping up everywhere, and this is especially true if you are into trading cryptocurrencies such as Bitcoin. So, what is all the buzz about blockchain?...
May
4
Why advisors should care about account aggregation
In the past decade, the wealth management industry has shifted from a product-based, sales-focused environment to one centered on holistic advice and goal-focused service. A multitude of drivers are forcing...
Nov
9
Artificial Intelligence: Opportunity or Threat?
Virtual assistants or chatbots, digital personal assistants, robo-advisors, machine learning, and more. These terms may seem new, but the concept of artificial intelligence (AI) has been around for about 60...
Oct
6
Make regulatory compliance easier with RegTech
As you know, the financial industry is evolving fast and regulatory compliance is an increasingly important issue. Several changes and adjustments are foreseen for advisors, brokerage firms, and banks. RegTech...
Sep
6
5 Techniques that Let Client Experience Do the Talking
Business trends come and go. However, there is one trend that has remained consistent over the decades: client service excellence. We have come a long way in terms of how...
May
29
Looking to the Future for Better Performance
Leading organizations share an ability to predict what customers will demand in the medium-term and apply creative problem-solving to develop innovative solutions. This type of client-centered approach is central to...
Mar
23
Making a Case for Business Intelligence
Big data, digital transformation, and business intelligence are all phrases that have become increasingly popular over the last few years. Financial institutions have embraced this new trend and have...
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