Case Studies
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 […]
7 Game-Changers from the T3 Advisor Conference
Industry focus. Relentless focus on gathering knowledge. A burning desire to stay up-to-date on the latest technology trends in wealth management. These are all of the reasons that I spent the week in Fort Lauderdale attending the T3 Advisor Conference and did not go home early to be at the Eagles Super Bowl Parade. Forty years […]
Is CleverDome the Holy Grail of Cybersecurity?
“If you think technology [alone] can solve your security problems, then you don’t understand the problems and you don’t understand the technology.” – Bruce Schneier, Cryptographer and computer security expert Companies around the world are under constant attack by an increasingly business-savvy brand of cyber-criminal. Using ever more sophisticated techniques, they have successfully stolen hundreds of millions […]
Top 10 WMToday Posts from 2017
This post usually comes out at the end of December, but life got a little busy for us around the holidays. Better late than never, right? The list below is a handy resource for our regular readers who might have missed a post or two during the year. It’s also quite useful for visitors who might […]
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