Wealthies Circle

The wealth management community has been talking about the need to make the industry more diverse to reflect the broader population for years now—and has made strides to reposition the profession as a welcoming opportunity for women, people of color and individuals with more diverse backgrounds.  Still, by the numbers, little progress has been made—making … Continue reading Wealthies Circle Podcast: Accelerating Change by Making a More Diverse and Inclusive Practice →

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 … Continue reading Wealthies Circle Podcast: Addressing Client Retirement Concerns Post-Pandemic →

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 … Continue reading Wealthies Circle Podcast: What Will Drive Socially Responsible Investing in 2023 →

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 … Continue reading Wealthies Circle Podcast: Compliance Priorities in an Evolving Digital Environment →

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.  … Continue reading Wealthies Circle Podcast: Client Management in a Digital World →

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 … Continue reading Wealthies Circle Podcast: Bringing the Sexy Back to the Back Office →

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 … Continue reading Wealthies Circle Podcast: AI Use Cases in Wealth Management →

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 … Continue reading Wealthies Circle Podcast: Making Sense of Digital Assets in Portfolios →

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 … Continue reading Wealthies Circle Podcast: Best-in-Breed or All in One? The Advisor Tech Stack of the Future →

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 … Continue reading Wealthies Circle Podcast: Harnessing the Power of Digital to Engage and Serve Clients →