Defeating Robo-Advisers Will Take More than a Pulse
A “robo-adviser” joined MoneyGuidePro founder and chief executive Bob Curtis on stage at this week’s T3 Enterprise conference and proceeded ...
Tag: Practice Management
How Banks Can Compete in The Future
Back in 1995 Michael Treacy and Fred Wiersema wrote a book called The Discipline of Market Leaders, and in it, ...
Can FinTech Improve Investor Behavior?
In my last post Personalized Service in the Digital World, I discussed the so-called “Robo-advisors”—the new breed of technology-driven online investment ...
Personalized Service in the Digital World
Since my Sept. 18 post in the Investment News techconnect blog, “Financial technology trends advisers can’t afford to ignore”, I have ...
Finovate Fall 2013 Preview – Part 1
It’s hard to believe that the Finovate Fall 2013 conference ( The Disneyland of FinTech™, as my friend Brad Leimer, ...
Scaling Financial Advice and Collaboration in a GPS World
We live in a real-time traffic, turn-by-turn directions, GPS world. Why do financial institutions still hand out the equivalent of ...
What About the Overbanked?
I spent a great couple of days in San Francisco this week hearing from 72 FinTech companies at Finovate, stay ...
A Moneyball Approach to Wealth Management
Smaller and midsized banks can play in the wealth management big leagues, but they have to use some Moneyball type tactics to ...
Technology in Wealth Management: Opportunity or Threat?
(This is an excerpt from an article I wrote for the William Mills Agency’s 2013 Bankers as Buyers report. Click here ...
Clients Do Not Want Help. Until They Do.
(This was originally published as a guest post for my friends at the management consulting and strategic communications firm Beyond ...
