SEI's Global Head of Advice Solutions, Russell Andrews, is concerned that as adviser technology continues to evolve and grow, it might not factor in to emotional, cognitive and behavioural engagements.
The Co-founder and Chief Product Officer of financial cloud platform InvestCloud talks to Harriet O’Brien about how technology is vital in creating portfolio personalisation for investors.
The reporting platform’s Head of Global ESG, Mandi McReynolds, talks to Harriet O’Brien about the new study
intelliflo, the cloud-based technology platform for financial advisers, has reported the results from its latest eAdviser Index, which found advice firms maximising their use of intelliflo office were able to service more clients, attract more assets and generate more revenue than those not yet adopting the technology to its full potential.
Global technology platform, InvestCloud, has been selected by UK wealth manager Rathbones Group to provide client lifecycle management (CLM), including digital prospecting, onboarding and servicing capabilities as well as client reporting solutions to help Rathbones improve operational efficiency and support its overall business strategy.
Spectrum Markets’ head of marketing, Martina Hoffard writes that women in technology are underrepresented. Underpaid. Underpromoted? Better representation of women in the workplace correlates to better business outcomes; proving that what’s good for equality is good for business, she writes.
David Wood, Managing Director of Luma’s International Business asks: “In an increasingly competitive and cost-constrained world, how do wealth managers differentiate themselves?” One way is for them to offer clients highly tailored advice, Wood says.
Dr Boris Rankov, Head of Digital Advisory at InvestCloud, writes that the pandemic has significantly re-shaped client expectations in wealth management, and advisers need to adapt to this new environment to ensure future success.
This week sees the launch of Zenplans, a new digital estate planning service, designed to help advisers help their clients securely organise, maintain, store and selectively share all their most important personal and financial information.