From IRIS
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Summary: How do you explain setbacks and unfortunate events, such as the stress of having to call a very difficult client after the market tanks, to yourself?
From WealthManagement
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Summary: Welcome to the most recent edition of the Riskalyze Fintech Review, where Riskalyze CEO Aaron Klein gives a thumbs up or down on the biggest news around advisor technology in the last month.
From FA Magazine
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Summary: The pace of change in advisor technology has never been greater, nor has the technological disparity among financial services firms. At one end of the spectrum, some firms are still using hardware and software originally developed and deployed in the 1980s. At the other end, we have firms deploying software that didn’t even exist in the financial advisor space a few years ago.
From WealthManagement
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Summary: Established financial advisors are well-practiced on the value of working “in their business,” plugging away at the daily and weekly activities that are critical to running a successful advisory firm.
From Financial Advisor
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Summary: The initial set of high profile robo advisers had to blaze their own trail, solve tough challenges and invest a lot of capital to get where they are today. While some forecasts show the number of different robos peaking, it is possible that the work done to date has simply created the building blocks for many more robos to come. What kind of evolution are we experiencing?
