What Makes Black Diamond Special?
Ryan Alexis, Director of Client Service, talks about how the combination of technology and service at Black Diamond is hard to beat.
Fintech and the Banks: An Evolution
Milton Ezrati, Chief Economist at Vested, highlights the evolution of technologies and emerging business models that challenged traditional banking. Ezrati mulls the advent of mobile technology and evaluates the advancements and hurdles in the fintech industry.
Technology Powered Service
A client since 2007, Mike Lee from LourdMurray discusses the true partnership that has been established with Black Diamond. Case Study: LourdMurray
Black Diamond Strategic Outlook
Listen to Bob Conchiglia as he discusses the strategic outlook and innovative spirit of the Black Diamond Wealth Platform.
The Fintech Fix: Inside the Orion & Asset-Map collaboration
We're excited to showcase our latest integration with Orion Advisor Services. Asset-Map CEO H. Adam Holt, CFP®, ChFC® discusses the benefit of our partnership to the advisor and client experience:
Service and Technology Key For Custodians
What should advisors be keeping an eye on? Robb Baldwin, President and CEO of TradePRM, highlights two key areas he believes are important and how T3 is the leading event in the RIA space.
Democratizing Due Diligence
What is cleverDome? John Cho, cleverDome's COO in Residence explains their member-driven democratization of the due diligence and cybersecurity software. Cho breaks down how they have partnered with TD Ameritrade to securely transmit information from advisors to clients.
Finding Trusted Solutions for an Ever-Changing Business
One of the biggest needs for businesses is finding a technology partner that they can trust; that support the needs of their clients both now and in the future. Greg King, CFA, Senior Vice President of Wealth Management Strategy discusses how to find solutions to big challenges, digital transformation trends and the power of collaboration with leading companies all through digital technology.
The Buried FinTech Treasure Waiting for Discovery
H. Adam Holt, CFP®️, ChFC®️, Asset-Map Founder and CEO, shares why the financial planning industry should promote innovation from within the sector. With more than two decades of experience as a financial professional, Adam explains how the next big idea in FinTech is already in the minds of the individuals executing their roles - yet legacy technology and culture often stifles innovation. In this video, Adam shares his journey to bring field-driven advisor innovation to the forefront of mass adoption, disrupting the advisor/client experience for the better. Adam argues that when we encourage this type of change, we release the next wave of FinTech disruption.
Cetera Technology Innovation and Strategy
Financial services are very likely to be most impacted from technology. Adam Antoniades, President of Cetera Financial Group discuss how technology navigates through the disruptive trends seen in the market place, the different types of disruptive trends being experienced at this time, and the focus on engagement through new technology.
How Your Life Situation Impacts Your Investment Risk Tolerance
Looking across the board in the risk space, a common realization was that all of the tools focus on preferences alone which changes all the time. Larry Shumbres, Chief Executive Officer of Totum Risk discusses the use of risk capacity for facts and not feelings, updating questionnaires for a better analysis, and how this will effect both the client and advisors as a whole.
Leading the Way to Democratizing Investing Worldwide
Financial disruptors, investment advisors and wealth managers can now use cutting edge digital technology to offer compelling investment products to their clients around the world. Robert Cortright, founder and CEO of DriveWealth LLC, sits down to discuss real-time fractional share trading, onboarding clients of any size in any country, and the future of DriveWealth in Fintech.