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Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all handshake hurdles M&A Understanding the Client Retention Hurdle in RIA Sales Understanding the Client Retention Hurdle in RIA Sales by Derek (..)

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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

It has become a challenge to keep up with new rollouts. Let’s take just this week. So far, I’ve written about AI notetaker Jump and its integration with the financial planning application RightCapital , and the AI-powered financial planning application and company Conquest Planning and its $80 million fund raise to help accelerate its U.S.

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Our Technology Columnist's Takeaways from Wealth Management EDGE

Wealth Management

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all handshake hurdles M&A Understanding the Client Retention Hurdle in RIA Sales Understanding the Client Retention Hurdle in RIA Sales by Derek (..)

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Scenes from Day 2 of Wealth Management EDGE

Wealth Management

Still, some of the most popular parts of the conference continued this year as well: Tech Tours and demos, RIA Edge 100 wine tasting, next-gen meet up, mentor speed dating and ice cream in the expo hall. The first-ever kayak outing, game show, speed painter, headshot booth, InvestTours and more.

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5 Steps You MUST Complete to Ensure You’ve ACTUALLY Done Your “Due Diligence”

Diamond Consultants

Performing your due diligence ensures youre making informed decisions that protect your business and your clients. The Technology Demo These demos are often the moment when advisors truly connect with a firm. Are your investment solutions available? Ask yourself questions like: Does SMA pricing match up?

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Transcript: Jim O’Shaughnessy on Infinite Wisdom

The Big Picture

As you note, when we spun out, we kept all of our Bear Stearns accounts, continued to work with all their private client service people over there. And the, you know, obviously just my personal opinion, but I think at that particular point in time, all of the investment banks were bankrupt or insolvent. So it was very, very amicable.

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Neeta Kapoor: “Anyone who is accustomed to working strictly within the framework of the law will always lag behind”

Trade Brains

Kapoor, you essentially founded Transpay Solutions from scratch, without attracting millions of investments. We simply transferred clients to a new structure. He could convince anyone to invest with just two messages in a messenger app. Clients don’t care who is actually running the processes.

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