| |
| |
| FINANCIAL PLANNING | | 2. How to apply for the Visionary Leader Awards | | By Chelsea Emery 1 min read | | Find more information and the nomination form for Financial Planning's recognition of people, leaders and firms that have demonstrated innovation in response to the coronavirus pandemic. Read More → |
|
| FINANCIAL PLANNING | | 3. Bringing incumbents up to speed in a digital age | | By Tobias Salinger | | Large wealth managers have shifted their tech focus dramatically to keep up with client expectations and industry disruption, Capco Partner Bryant Fuller says in an episode of Financial Planning’s Invest Podcast. Read More → |
|
| Q: How much pressure are firms under when it comes to updating technology?
A: “Overall I think the firms are pulled in many directions, whether it’s fee compression, whether it’s compliance and regulatory, whether it’s competitive pressures. At the same time, they know their clients’ expectations are changing for technology, and so they are trying to balance all of these elements.” | |
|
|
|
| ABOUT INVEST | | INVEST is the home of the wealthtech community and the digital leaders in wealth management. Since its inception, we've united more than 5,000 executives to explore the changes in the market and discover innovations in investing, saving and financial advice. Join us at our next event.... Learn More → | | |
|
|
|
.png)
.png)
