Active or passive? It’s Not Quite That Simple
Alex Morris, Managing Director of Vestmark Advisory Solutions, Inc., discusses actively managed vs passively managed accounts and how your management style doesn’t have to be either/or. Sift through some data that supports an argument that active assets (RPM, UMA, etc.) are changing format while the massive outflow to ETFs is not the same as passive management.
Integrating Technology for Advisors
Technology has become more important everyday. Joel Bruckenstein, president of T3 talks about the importance of educating advisors on digital marketing, as well as knowing the risk and encouraging advisors to network among each other.
Digital Marketing: Getting Noticed
Too afraid to standout in the digital marketing world? Robert Sofia, Founder and CEO of Snappy Kraken, sits down to discuss the biggest mistakes advisors make, how advisors can step out of their comfort zone and building an audience.
Technology Changing the Way Advisors Help Clients
Wayne Gilpin, Senior VP, Global Partners of Vestmark speaks about technology trends, how technology changes the way advisors deliver services to clients, and the importance of up and coming parternships with Vestmark.
Wealth Management Needs a Digital Reboot
Traditional wealth management needs a serious digital reboot using modern CRM technology that is powered by artificial intelligence to help keep pace with the next generation of consumers. Helpshift can help wealth management turn their expensive high touch-model into a more cost-effective model of customer engagement to expand into more dynamic markets and stay in tune with the modern Investor.
Orion Enterprise and the Changing FinTech Marketplace
Todd Bertucci discusses Orion’s newest offering, Orion Enterprise, which combines Orion’s technology with FTJFundchoice’s world class investment management, along with the evolution of the FinTech landscape and Orion’s plans to remain a top innovator in the industry.
Transforming Risk and Compliance Functions for the Future.
As risk and compliance professionals try to improve efficiency, many organizations still haven’t fully optimized their use of data and analytics and technology for risk and compliance issues. Michael Brauneis, Managing Director at Protiviti, explains how organizations can become more effective and efficient with the right technology and coordination.
Utilizing Blockchain to Combat Climate Change
Radian Blockchain Ventures founder Jennifer Zhu-Scott is a Davos speaker and entrepreneur who co-founded one of the first education companies in China. She discusses how blockchain can be used to tackle climate change and childhood mortality in Africa, and which technology headlines will dominate 2018.