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 […]
Digital Transformation
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 […]
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 […]
A Beginner’s Guide to Trust or IRA Data Conversions
If you’re reading this article, it’s probably because your financial institution has adopted a new accounting platform for your trust or IRA — and you’re […]
3 Keys for Leveraging Digital Transformation in Organizational Strategy
I had the honor of participating recently in an industry panel discussion intended to help wealth management firms think about the role digital transformation and […]
