Wealthies Circle

COVID-19 had a profound impact on the retirement plans of many Americans. Due to the financial and lifestyle upheavals caused by the pandemic, some people are retiring earlier than they originally planned while others are delaying their retirement and working longer. These developments—along with concerns over high inflation and interest rates—will require advisors to recalibrate expectations as well as client portfolios.

Listen in...

SRI has been attracting considerable interest in recent years—particularly among Millennials and younger investors who are more inclined to make money while feeling good about doing it. 

In addition to being guardians of the planet, socially responsible businesses are expected to treat their employees well, create products and services that are beneficial to society and steer clear of unethical business practices. But not all SRI f...

Financial advisors are navigating increasingly complex waters when it comes to regulatory compliance thanks in large part to the digital revolution that has made compliance issues more numerous and complicated than ever. 

Compliance priorities have taken on a broader risk mandate to include ESG, cybersecurity, cloud computing and the potential theft of clients’ digital assets or personal information. And the SEC’s new rule governin...

Fundamental to the delivery of wealth management services is a strong technology infrastructure that can manage the prospect to client journey in an elegant and digital approach. In order to do so, advisors need the latest tools that are helping firms deliver personalization at scale to differentiate their firms, increase capacity and drive business momentum. 

Listen to our panel of experts from the leading platforms innovating on ...

One of the most talked about advisor technology innovations lately is in workflow automation so that advisors can finally begin to scale for wealth management. The key to success in this approach is all about data management and integrated applications. 

Learn from these experts on how you can streamline your infrastructure for fast growth with the latest enhancements in workflow technology.

Our Panelists:

The potential for leveraging artificial intelligence in wealth management has been discussed and debated for years. Is it really just artificial and not intelligent? Or are there real use cases for deploying this advanced and still emerging technology to better work with clients and gain operational leverage? 

Join our esteemed group of experts building out these AI applications as they discuss how you can run a better business, de...

The wild swings in the crypto markets make headlines daily, causing many advisors to fear this emerging asset class when working with clients. Yet there is strong demand from them to gain exposure to the upside potential that digital assets can potentially deliver. 

Ben Cruikshank, president of Flourish Financial, discusses this trend—how many advisors “do not know what their clients have going on” with crypto, which means it’s har...

The pendulum continues to swing back and forth for the optimal way to create an efficient tech stack: All-in-one vs. best-in-breed. Both approaches involve tradeoffs in terms of features and functionality in exchange for efficiencies and a unified experience. 

But can advisors obtain the best of both worlds? Listen to our panel of technology experts on the latest developments in integrated technology and optimal ways to streamline ...

The pandemic caused an accelerator effect across the industry especially as it relates to digital marketing. New players are joining the digital wealth management ecosystem from every direction. From purely digital onboarding to personalized pre-emptive ESG recommendations to automated creation of highly personalized client videos full of portfolio data, financial plan progress and goal achievement—client engagement has moved light...