Case Studies
InvestEdge Peers a Decade Into the Future at Their Strategic Partner Forum
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
“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
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 […]
Stranger Things Are Happening to Financial Planning Software
Financial planning software is dead. Long live financial planning software! Everyone knows if you want to create financial plans you need a financial planning application and if you want to open accounts, trade and run compliance you need a wealth management application. That’s the way it’s always been. These two previously separate systems have recently begun […]
The Game of Thrones Struggle Between Banks & Wealth Managers
2017 was a series of ups and downs for banks. The recently passed tax bill lowered their rates which will boost their bottom line and any interest rate hikes will goose their lending revenue. But new competitors lurk around every corner as technology giants such as Amazon, Facebook and Apple are launching consumer-facing financial products that chip […]
Future Shock: Ric Edelman Predicts The End of the World As We Know It
The world that financial advisors know is coming to an end. The exponential growth of disruptive technologies will impact every aspect of human life and society, according to Ric Edelman, CEO of Edelman Financial. Advisors must adjust every service they offer in response to these changes or risk being left behind, he warned during his keynote […]
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