Focusing on client experience when evaluating your firm’s technology provides a competitive edge over other Financial Advisors and Wealth Managers.
There are so many tech options for an RIA. Whatever option you choose, your tech stack should give you the capabilities and resources you need for success.
A new year is a great time to take a look at how your tech is performing and whether its capabilities are still meeting your needs.
As digital banking accelerated consumer expectations for a tech-first client experience from their financial services providers, how is the wealth management industry keeping up?
AssetBook CEO Marwa Zakharia explores this question in her year-end market outlook, published by Wealthmanagement.com.
During the recent MarketCounsel Summit in Las Vegas, AssetBook CEO Marwa Zakharia joined a panel discussion on Technology Innovations: Capabilities and Feature Expansion.
Managing compliance risk has solidified its position as potentially the most expensive aspect of running a financial planning firm.