WealthTech Marriages: Is It True Love or Heading for Divorce?

WealthTech Marriages: Is It True Love or Heading for Divorce?

This summer is heating up with marriages between WealthTech providers and other players being the talk of the industry. Wedding guests are gossiping that the relationship may not be as blissful as it looks. And the big question on everyone’s mind is “who is the winner...
Aging Advisors + Emerging Technology = A Timely Opportunity.

Aging Advisors + Emerging Technology = A Timely Opportunity.

For the past decade, those of us in the financial services industry have been hearing of a looming financial advisor-shortage crisis. The reasons for the crisis are three-fold: retiring advisors, an aging population, and not enough new talent entering the industry to...
Your Technology and Their Money: What Matters Most to Clients

Your Technology and Their Money: What Matters Most to Clients

Financial industry technology continues to dramatically change the financial advice business, enhancing the client-advisor relationship even further. Gone is the fear that technology would eliminate the advisor, replacing them with a more technologically advanced...