3 min read
De-Risking Digital Transformation
One of the most challenging—and important—parts of being a leader is making decisions with imperfect information. Like all leaders, I’ve regularly made decisions that came with an inherent amount of...
3 min read
The future of wealth management: It’s all about AI and data quality
Advisors are both excited and overwhelmed by news and insights on artificial intelligence (AI). It feels a lot like the front-end of a hype cycle,...
2 min read
What is “perfect” technology?
Hint: technology constantly at work in the background Integration has long been considered the holy grail on a financial advisor’s desktop—and for...
4 min read
FinTech Conversations: The broker-dealership
In our third installation of FinTech Conversations, Advisor360° President Darren Tedesco and VP, Marketing Cynthia Stephens talk about how...
2 min read
The six ingredients of wealth management tech
Explore what it takes to improve the wealth management user experience Every day, each of us makes a number of decisions that affect our lives....
2 min read
What is WealthTech software “integration”?
Integration is now ubiquitous in the WealthTech space. Almost every advertisement boasts technology tools that are “fully integrated,” allowing users...
2 min read
2020: A year in review through the lens of digital data
2020 was a year unlike any other. And many of us are looking forward to turning the calendar page to 1/1/2021 and to a fresh start of a new year…one...
4 min read
Advisor360°: A proven productivity advantage
To understand how something got to where it is, you have to start by going back to its origins—and the journey from then to now. Advisor360°: origins...
3 min read
Major trends in WealthTech
I’m often asked by co-workers or industry pundits “what’s next?” in the world of WealthTech.