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Not your parents’ onboarding experience: Why wealth managers are redefining...
For wealth management firms, the proposition may sound simple: adapt to key trends by taking a broader, more client-centric view on the initial interactions that clients have with advisors. In...
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Transforming client onboarding: Wealth managers—do not pass go before...
So, it’s settled: your parents’ wealth management firm just won’t do in today’s digital age. Last week, I looked at how the future of advisory services is transforming. This week, I’ll explain how...
View ArticleVoice of the Advisor: Is digital really suitable for wealth management?
For years, many in the wealth management industry have questioned whether they need to tap into digital to be successful in the industry. Today, there is no question, digital is critical in advisory...
View ArticleVoice of the Advisor: Firms need to listen to newer advisors
In financial services, like most industries, it’s hard to ignore the voice of more experienced employees—but that’s not to say the voice of newer and younger advisors should be disregarded. In fact,...
View ArticleVoice of the Advisor: Are advisors living up to the value proposition?
If digital is important to investors, and advisors increasingly want to provide their clients with tools to make their lives easier, then what value do advisors bring to the relationship, especially in...
View ArticleVoice of the Advisor: Are firms ready to support the future of advisory...
There is no longer any question that digital is important in wealth management (it is!). The real question is, are firms doing all they can to support the future of advisory services? Initial findings...
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Voice of the Advisor: Infographic
Financial advisors are navigating significant industry disruption. Technology is driving higher client expectations, while firms are in operational and organizational transition, with advisors caught...
View ArticleDon’t race to the bottom—offer hybrid advice
As part of my series of blogs about robo advice, I’d like to suggest an additional solution that might finally lay to rest the “man versus machine” argument around investment advice. There’s little...
View ArticleWhat was the buzz at the In|Vest Conference?
Last month, I had the pleasure of speaking at the In|Vest Conference in New York City. I enjoyed meeting many of you at Accenture’s innovation luncheon, happy hour and breakfast session. For those who...
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