Bringing The Best of Robo to Your Wealth Management Business

“The days of bringing printed books of reports to clients meetings are over!” exclaimed James Dunigan, CIO (Retired) of PNC Asset Management.  If you haven’t been living under a [...]

How To Sell New Clients Using Data To Tell A Different Story

Historically, the financial industry has placed tremendous emphasis on advisors’ abilities to outperform their peers and the market. In the United States especially, where there is a strong [...]

Retention is All About Relationships – How to Lock Arms with Clients

Technology now permeates almost every corner of the financial industry. Banking, payments, wealth management, and a host of other financial services are now powered by technology. Financial [...]

FIRST RATE ANNOUNCES PARTNERSHIP WITH WEALTH ACCESS TO PROVIDE WEALTH MANAGEMENT FIRMS WITH AN ENHANCED DIGITAL PRESENCE

This unique partnership combines the industry’s largest independent personal financial management and account aggregation platform with an industry–leading wealth management solutions [...]