Automated Workflows Can Improve Client Experience
Implementing automated workflows can help advisors keep up with client demands while increasing personal contact.
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Robo-Advisors Will Fail, and Firms Should Change Digital Tactics
Robo-advisors will fail as they lack sustainable business models, branding opportunities and the ability to compete in a bear market.
Morgan Stanley Enters the Robo-advisor Market
Morgan Stanley's new robo-advisor is set to compete with other firms in an attempt to retain younger clients, but it may not help their bottom line.
As Amazon Looks Toward Finance, Advisors Must Rethink What They Offer
Amazon is moving into finance, and while they may not be offering wealth management, advisors should still be aware of potential future challenges.
Advisors Need to Guide Clients on Not Going All-In with Cryptocurrencies
Cryptocurrencies will certainly play a role in the future — there’s no predicting when this will happen nor which cryptocurrency will dominate.
From Brexit To Bitcoin, How Cambridge Analytica Did It (And How Advisors Can Too)
Targeted ads. Pattern matching. Big Data. Ambitious wealth managers already use the tools making headlines for moving nations to attract assets.
Joanne Smith Joins Innovest Systems as COO
Innovest Systems announced that veteran financial services executive Joanne Smith has joined the company as COO.
