Digital Solutions in Financial Services
The wealth management industry seeks to embrace digital solutions to better engage and communicate with their clients. FactSet's SVP and Global Director of Sales of Wealth, Digital, Content & Technology Solutions, T.J. Jetnil, highlights how digital solutions and technology are supporting the needs of asset and wealth managers. Please click here to explore FactSet’s market-leading digital solutions
Tamarac Roadmap: Focused on Building Out Integrations
Andina Anderson, Executive Managing Director of Envestnet | Tamarac, discusses the recent acquisition of PortfolioCenter and how the company is uniquely positioned to enhance its comprehensive and integrated technology platform for firms leveraging both systems.
Invested in Your Business
Jennifer Kirksey from Tolleson Wealth Management discusses why the ability to bring in over 20 years of data helped her firm select Black Diamond.
Black Diamond Strategic Outlook
Listen to Bob Conchiglia as he discusses the strategic outlook and innovative spirit of the Black Diamond Wealth Platform.
Vestwell Announces Funding Led By Goldman Sachs
Vestwell Holdings Inc. raised $30 million from Goldman Sachs Principal Strategic Investments. The technology platform for retirement plans offers companies a way to manage employees’ 401(k) retirement plans.
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.
Wealth Managers Must Embrace Technology
Traditional wealth firms can no longer just rely on the personal relationship as a differentiator to their business. A recent FactSet/Scorpio survey found that a staggering 80% of high and ultra-high net worth individuals indicated that they would value a client-advisor relationship that is augmented by technology. Philipp Zerhusen, Director of Market Development at FactSet discusses the survey findings. Click here to read out Digital Wealth Management Series
MyVest Shines by Helping Secure Financial Futures
Driven by a vision for client-centric advice, MyVest strives to keep advisors ahead of the curve. Through constant innovation, and a culture that prides itself on diversity and inclusion, MyVest truly shines as a fintech disruptor.
Addepar's Talented Team Takes Them to $1T in AUM
The magic happens behind the scenes at Addepar. Hear how Eric Poirier's commitment to find quality talent has resulted in an incredible milestone for the firm.
The Changing Environment of Financial Planning
Kevin Hughes, EVP, Sales at PIEtech, creator of MoneyGuidePro, discusses the changing landscape of the financial planning industry. Some of the key topics covered include: The unexpected positive impact of robos for advisors. Leveraging financial planning and automation to get the most from data. Finding the best digital balance in the advisor / client engagement to provide advice sooner. Defining the role of integrations to optimize an advisor’s practice. Helping new advisors embrace technology to create a cutting-edge practice, and seasoned advisors take advantage of technology to ensure future success. Banks as industry disruptors.
How FinTech Is Leveling the Playing Field for Independent Advisors
Jordan Collins and Brady Ririe, the Managing Partners and Co-Founders of Divergent Wealth, started their own RIA to change the way that people engage with advisors. They spoke with Josh Brown, the Chief Executive Officer of Ritholtz Wealth Management, about the innovative financial planning technologies they are harnessing to improve their client relationships.
Financial Planning Software for a Dynamic Industry
Advicent CEO Angela Pecoraro delves into the challenges and opportunities in the wealth management industry, explaining how Advicent helps people impact their financial futures through the software it provides. She also comments on the regulatory environment and consumer revolution, and how these factors have driven Advicent's mission and products.