We live in an era of information overload. Every day, our technologies generate an ocean of valuable data, much of which never comes to the […]
Blog & Articles
What do Millennial and Gen Z Clients Want from their Wealth Managers?
Millennial and Generation Z clients are much different from their parents and grandparents in the financial world. They don’t want paper reports anymore. They don’t […]
Why Do Wealth Management Professionals Need to Use Mobile Apps?
Historically, wealth managers have been cautious about adopting new technology that promises to simplify their work, preferring to rely on relationships and knowledge instead. But […]
7 Benefits of Wealth Management Professionals Going Mobile
Mobile technology has improved productivity and efficiency for knowledge workers everywhere. Beyond photo sharing and social communication apps, many industries benefit by having industry- and […]
What Are the Benefits of Cloud-Based Wealth Management?
Thanks to broadband Internet, ubiquitous wifi, and cloud computing, we’ve moved past the need for individual applications on individual computers, each installing new programs from […]
Innovation Defined
What do you think of when you hear the word “innovation”? Honestly, there have been times when I have heard that word and wanted to […]
Can the Trust Industry Avoid Becoming the Next ‘Blockbuster’?
Do you remember Blockbuster when Netflix disrupted the video rental industry? Over a 3-to-5-year period, customers and the market changed right in front of their […]
16 Business Intelligence Terms to Understand the Jargon
You may have reached a point where you realize that you have a lot of data collected about your business but no real way to […]
What is Wealth Management? A Brief Introduction
The term “wealth management” is said to be almost 100 years old, but the idea of protecting, managing, and growing our assets can be recognized […]
