The wealth management sector has seen a wide range of new technology in the operating environment combining the physical, digital and biological worlds. In this discussion, Financial Planning Editor-in-Chief Chana Schoenberger sits down with Koley Corte, senior vice president and global head of business transformation at Alliance Bernstein, Edward Jones Principal Zar Toolan and Stefan Savov, senior vice president of Kasisto to discuss what's really working in client and advisor experience, how to design tech for experience and adoption, and best practices for building and designing around the customer.
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Two studies from Morningstar dive into the subtleties across the various categories of funds and the sources of the gap between actual and total investment returns.
1h ago -
Wealth management firms can purposefully create an atmosphere centered on growth — but it takes effort and intention, said Daniel Crosby of Orion and Brad Johnson of Triad Partners.
2h ago -
The latest revision to state regulators' guidelines for non-traded real estate investment trusts could change who can invest and how advisors can recommend the products to clients.
8h ago -
New Fidelity research reveals how university professors approach retirement differently, offering key insights for financial advisors.
September 17 -
Attorneys and other compliance experts say it's important that financial advisors greet any type of negative feedback with a thoughtful response — especially if it could turn into a legal matter.
September 17 -
After right-wing activist Charlie Kirk was killed, some workers found out the hard way that personal social posts had professional consequences. Experts say the time for firms to strengthen policies is now.
September 17