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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Founder Jason Wenk discussed the rapid rise of his firm, his plans for AI, a coming Netflix show with a "cool" name and more.
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A 26-year-old lawyer in New York City wants to know if they're on track for retirement, but the most important factors aren't always clear. Financial advisors have a few ideas.
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Departures from the Swiss banking giant show no signs of letting up in a week that also saw LPL Financial and Elevation Pointe announce big deals.
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Chuck Roberts, whose recommendations of structured notes landed the St. Louis firm a nearly $133 million arbitration award, was kicked out of the industry after ceasing to cooperate with a regulatory investigation.
July 17 -
Most athletes run into money problems after their playing days are over, but experienced advisors say that with careful planning, this specialized client base can build financial success for the long run.
July 17 -
Experts say that families often get caught off guard by their loved ones' cognitive decline and it's a crucial component of planning that is frequently left undiscussed.
July 17