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

Wealth Management

Number 8860726. Fynancial , which refers to itself as a digital experience platform, won Best in Show. Most clients want to know their ‘Am I OK numbers,’ and we can show a number or a summary, that is what makes it unique,” he said. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

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Weekend Reading For Financial Planners (May 3–4)

Nerd's Eye View

a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading! a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!

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How Financial Advisers Can Boost Online Reputation Through Google Reviews (While Complying With SEC Marketing Rule Requirements)

Nerd's Eye View

Which suggests that advisers have an opportunity to leverage the power of online reviews, which can act as "evergreen referrals" and drive more prospects to seek out the firm’s services, all while adhering to their firm’s compliance requirements. Next , by taking a proactive approach to reinforcing where they add value (e.g.,

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The Latest In Financial #AdvisorTech (November 2023)

Nerd's Eye View

This month's edition kicks off with the news that Practice Intel has launched a new "growth platform" centered around quantifying the quality of an advisor's client relationships with an all-in "Relationship Quality Index" (RQI) – which while potentially valuable in helping advisors understand and improve their client experience (and subsequently (..)

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It’s Crunch Time For Many Policyholders

Wealth Management

Number 8860726. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales.

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The Latest In Financial #AdvisorTech (June 2024)

Nerd's Eye View

This month's edition kicks off with the news that 'startup' custodian Altruist has completed a $169 million fundraising round as it continues to rebuild the RIA custodial tech stack layer-by-layer while positioning itself as the biggest RIA custodian built from scratch and solely for advisors – which, while making it the clear #3 custodian behind (..)

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Our Technology Columnist's Takeaways from Wealth Management EDGE

Wealth Management

Number 8860726. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. I also got to catch up with many technologists, like Kanishk Parashar and Dominic Tully of Powder.