The Word on WealthTech for July 2023 Jul 05, 2023 Doug Fritz, F2 Strategy's co-founder and CEO, provides his take on the most important wealthtech news of the last month. Bolster Your Bench with Wealthtech Talent During Downturns Nov 11, 2022 Strategic wealthtech and advisory firms should always be scanning “waivers” for experienced talent Will Your Fintech Vendor Make It Through a Recession? Mar 23, 2020 What to know about working with smaller vendors that may become financially impaired or struggle to stay in business during a prolonged recession. Wealthtech Lessons Learned From 2008 Mar 19, 2020 There were no 'innovation labs' in 2008, and there may be fewer going forward. As the next recession looms, wealth management firms will likely return to a stricter cost-benefit analysis for their technology budgets. The Myth of the Non-Digital Boomer Nov 21, 2018 This is the first of four more in-depth dives into findings from Wealthmanagement.com’s 2018 survey on advisor technology trends Advisors Spoke and We Listened, Top Four Insights from Our 2018 Tech Survey Sep 07, 2018 The digital expectations of older client segments might just surprise you and it could end up being to the detriment of your firm first previous 1 2
Bolster Your Bench with Wealthtech Talent During Downturns Nov 11, 2022 Strategic wealthtech and advisory firms should always be scanning “waivers” for experienced talent
Will Your Fintech Vendor Make It Through a Recession? Mar 23, 2020 What to know about working with smaller vendors that may become financially impaired or struggle to stay in business during a prolonged recession. Wealthtech Lessons Learned From 2008 Mar 19, 2020 There were no 'innovation labs' in 2008, and there may be fewer going forward. As the next recession looms, wealth management firms will likely return to a stricter cost-benefit analysis for their technology budgets. The Myth of the Non-Digital Boomer Nov 21, 2018 This is the first of four more in-depth dives into findings from Wealthmanagement.com’s 2018 survey on advisor technology trends Advisors Spoke and We Listened, Top Four Insights from Our 2018 Tech Survey Sep 07, 2018 The digital expectations of older client segments might just surprise you and it could end up being to the detriment of your firm first previous 1 2
Wealthtech Lessons Learned From 2008 Mar 19, 2020 There were no 'innovation labs' in 2008, and there may be fewer going forward. As the next recession looms, wealth management firms will likely return to a stricter cost-benefit analysis for their technology budgets. The Myth of the Non-Digital Boomer Nov 21, 2018 This is the first of four more in-depth dives into findings from Wealthmanagement.com’s 2018 survey on advisor technology trends Advisors Spoke and We Listened, Top Four Insights from Our 2018 Tech Survey Sep 07, 2018 The digital expectations of older client segments might just surprise you and it could end up being to the detriment of your firm first previous 1 2
The Myth of the Non-Digital Boomer Nov 21, 2018 This is the first of four more in-depth dives into findings from Wealthmanagement.com’s 2018 survey on advisor technology trends Advisors Spoke and We Listened, Top Four Insights from Our 2018 Tech Survey Sep 07, 2018 The digital expectations of older client segments might just surprise you and it could end up being to the detriment of your firm first previous 1 2
Advisors Spoke and We Listened, Top Four Insights from Our 2018 Tech Survey Sep 07, 2018 The digital expectations of older client segments might just surprise you and it could end up being to the detriment of your firm first previous 1 2