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Thought Leadership

Will AI be an Advisor’s Best Friend or Worst Nightmare?

Will AI be an Advisor’s Best Friend or Worst Nightmare?

Over the next decade, artificial intelligence (AI) and other emerging technologies will have a tremendous impact on the human labor market. So much so that AI could render nearly half of all US occupations obsolete. In fact, we can expect 65% of today’s college graduates to one day be working in jobs that do not […]

HNW Clients Are Driving Banks to Expand Digital Advice Solutions

HNW Clients Are Driving Banks to Expand Digital Advice Solutions

Posted by on Jun 4, 2018 in Banking

As much as the previous business cycle in retail banking was marked by an unsustainable consumer credit explosion, the current one will be shaped by digital. This will include increased changes in payments and a wider metamorphosis in systems enabled by digital technologies. There is an immediate need for action. According to a report by […]

8 Cool Tamarac Updates from the Envestnet Advisor Summit 2018

8 Cool Tamarac Updates from the Envestnet Advisor Summit 2018

Posted by on May 22, 2018 in Conference Summaries

Creole cuisine, bead necklaces and Saints football at the Metrodome are three things that I come to my mind when I think of New Orleans. But last week, my thoughts were firmly focused on the Envestnet Advisor Summit, which was held in The Big Easy for the first time. With over 1,500 attendees, Envestnet’s client conference […]

InvestEdge Peers a Decade Into the Future at Their Strategic Partner Forum

InvestEdge Peers a Decade Into the Future at Their Strategic Partner Forum

Posted by on May 14, 2018 in Conference Summaries

Looking forward 10 years into the future of any industry is mixture of one part research, one part intuition and one part luck.  And we have to wait a decade to see if the predictions were even close to being right. InvestEdge, a leading provider of innovative financial advisory technology solutions, gave their clients a […]

4 Best Practices for Banks Launching Digital Advice Channels

4 Best Practices for Banks Launching Digital Advice Channels

Posted by on Apr 29, 2018 in Conference Summaries

“I think that you will all agree that we are living in most interesting times. I don’t remember a time in which our history was so full, in which every day brought us new objects of interest, and, let me say also, new objects for anxiety.” — Joseph Chamberlain, British Politician, 1898 We can all […]

7 Surprising Ideas From Fiserv Forum 2018

7 Surprising Ideas From Fiserv Forum 2018

Posted by on Apr 23, 2018 in Conference Summaries

The future impact of emerging technologies on banking and wealth management were a continuous theme throughout Fiserv’s annual client conference, called Fiserv Forum, which was held last week at the Venetian Hotel in Las Vegas. Artificial intelligence, cybersecurity and the rise of China in mobile payments were hot topics covered by multiple speakers and panel discussions […]

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