Our Vantage Point newsletter with our perspective each month on leading topics in the Financial Services, Sales, Technology, and Values Based Investing spaces.
Wealth management firms are grappling with an increasing demand for transparency, personalization, and efficiency. To navigate these demands, they rely on a robust set of technology solutions, more commonly referred to as their technology stack.
The MOVEit breach effects the clients of every wealth manager in America. This article not hyperbole or written to scare the reader. This article will cover: Defining the breach in executive terms, the meaning of the breach to your clients and your firm, the steps you can recommend for your clients today, and the steps...
This article examines the challenges associated with the SEC’s proposed rule, the expected effect on financial services firms, and how firms can prepare now for the new rule.
This article provides a brief guide to the AI technologies available today, and it’s not just ChatGPT, their applications in wealth management, and how your firm can define specific business outcomes that you want to achieve with AI.
Do you use your company email for personal purposes? If so, you may want to think twice. Your employer owns the servers and the emails that are stored in them, which means they can be accessed by your employer at any time. This could lead to serious consequences if you are not careful with what...
Financial advisors have one of the most important jobs out there - helping their clients to reach their financial goals. Unfortunately, many financial advisors struggle with a trust gap when it comes to clients. This can be especially difficult because trust is essential for advisors to develop a successful and lasting relationship with their clients....
Financial advisors have one of the most important jobs out there - helping their clients to reach their financial goals. Unfortunately, many financial advisors struggle with a trust gap when it comes to clients. This can be especially difficult because trust is essential for advisors to develop a successful and lasting relationship with their clients....
