Louis Diamond Quoted – By Ian Wenik, Citywire – The performance reporting software firm is offering its users access to private equity and hedge funds, along with pre-IPO shares in private companies.
In part 2 of 2, Eric Poirier, CEO of Addepar, explores the ongoing role technology plays in the different stages of a business, as well as a firm’s valuation, and what independent firm owners need to consider as their businesses and clients evolve.
Tech is now essential in the battle to recruit and keep wealth talent. Deutsche Bank and Morgan Stanley execs gave us their pitch.
Mindy Diamond Quoted – By Rebecca Ungarino, Business Insider – In the wealth management industry, where competition for adviser talent is fierce, candidates looking to make a jump are grilling firms about their technology. Deutsche Bank is launching a new tool this summer to help bring wealth clients onboard more quickly, and Morgan Stanley in May rolled out online scheduling for clients and advisers to set appointments or video conferences.
Prospective breakaways often ask, “How can an independent firm possibly compete on a technology level with the wirehouses?” Eric Poirier, CEO of Addepar, joins the show to answer that question and explores the role of fintech in independence.
Mike Sha’s robo-advisor faced tough choices until two wirehouses offered unique partnerships — and maybe a new business model to boot
Louis Diamond Quoted – By Oisin Breen, RIABiz – Mike Sha has found a sweet spot for his robo-advisor software — two wirehouses that needed a quick entree into automated wealth management services serving mass-affluent millennials.
Great Expectations: 4 Ways The Needs and Sophistication of Advisors and Their Clients Have Evolved the Industry
By Barbara Herman – Advisors – whether they sit within traditional firms as employees or are owners of independent practices – have expectations that are far different today than they were just 5 years ago.
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