Tag Archives: Technology

FEATURE

The Wealth Management Firm of the Future: Digitizing Your Practice From End-to-End

Business, Education, Finance, Financial Advisor, Investing, Uncategorized, , , , , , , , ,

Every part of your client experience and business management can be enhanced and made more efficient through digitization and automation 

In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Jason Pereira, Senior Partner at Woodgate Financial Inc., about how to implement an end-to-end comprehensive planning process as seen from the perspective of the client, the advisor, and their staff.  

Specifically, Mark and Jason discuss:

  • Content development strategies for raising awareness of an advisor’s firm and capabilities
  • Technology and distribution tools to help execute and improve ongoing marketing and 1-to-1 outreach campaigns
  • The latest digital onboarding resources, strategies and applications
  • Striking the appropriate balance of communication with existing clients and prospects

Connect With Mark Bruno:

Connect With Jason Pereira:

About Our Guest:

Jason Pereira is first and foremost a financial planner who has lived and breathed topics related to financial planning for over 20 years. In that time he has become a recognized writer, commentator, speaker, podcaster, teacher, and expert in the areas of financial planning, practice management, and fintech. Jason has also obtained two degrees, nine professional designations, been nominated for or won over 30 industry awards, and produced over 100 articles, podcasts, and interviews.

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FEATURE

The Wealth Management Firm of the Future: WealthTech to Watch

Business, Education, Finance, Financial Advisor, Investing, Uncategorized, , , , , , ,

Technology has reshaped the wealth management industry and will continue to transform the future of the business. What are some specific developments that could have the most significant impacts on the way wealth managers work in the future?

In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Bill Bruckner, Managing Director at BNY Mellon Pershing, to dive into the key findings from a new “NEXT: Wealth Management Firm of the Future” Research report.

Mark and Bill discuss:

  •  How the rise of mobile has improved advisor-client relationships
  •  How artificial intelligence will shape financial advice in the future
  • The services that financial advisors will provide the most in the next five years
  •  What pain points for advisors will be addressed within the next few years

Connect With Mark Bruno:

Connect With Bill Bruckner:

About Our Guest:

William Bruckner is a Managing Director and the Head of Consulting and Implementation in the Wealth Solutions group of BNY Mellon | Pershing. He leads a group of consultants providing expert guidance in the fields of business management, technology, and operations, and an integrated implementation team that can bring a client’s vision to life. 



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FEATURE

The Wealth Management Firm of the Future: Andrew Altfest on AI’s Role in the Future of Financial Advice

Business, Education, Finance, Financial Advisor, Investing, Uncategorized, , , , , , , ,

Artificial intelligence has become a mainstream tool everywhere, from Siri and Alexa to trend monitoring software for Netflix. How can financial advisors leverage this technology to grow their business?

In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Andrew Altfest, President of Altfest and Founder and CEO of FP Alpha, about how technology is reshaping financial advice and the delivery of wealth management services to clients. 

Specifically, Mark and Andrew discuss:

  • How AI can be used to make complex estate planning and trust issues more efficient
  • Popular digital marketing strategies for prospecting to HNW and UHNW investors
  • How “mass personalization” will help advisors accelerate the growth of their businesses moving forward

Connect With Mark Bruno:

Connect With Andrew Altfest:

About Our Guest:

Andrew Altfest, CFP®, MBA is the founder and CEO of FP Alpha, the first AI-driven comprehensive financial planning solution that enables advisors to provide actionable and personalized recommendations to clients across over 15 financial planning disciplines, and is complementary to their current retirement planning software, starting where it stops.

 



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