Alex began his career at Advicent as a mid-market business development representative. He now divides his time between assisting his team and working with enterprise clients. Alex is passionate about FinTech and creating success for his team.
I recently attended my first two conferences – the first was our Advicent Innovation Summit in Toronto and the second was the XY Planning Conference in San Diego.
By leveraging these functionalities in NaviPlan, your firm will be able to reach new levels of success.
At Advicent, we are committed to providing tools that help advisors engage their clients and offer an exceptional digital experience.
Here are four unique strategies you and your firm can implement to ensure you are helping your client and yourself in the process.
The momentous changes we have seen in wealth management this year has prompted me to reassess the top five trends in the industry – but with an eye to the future.
Almost every industry is undergoing a sort of metamorphosis, whether it is automation in manufacturing, home delivery meal kits, or stores that automate the checkout process; these are all driven by the consumer revolution.
On May 18 in New York City, the Advicent Innovation Summit will bring together thought leaders from all across the financial services industry to share unparalleled expertise and develop dynamic strategies for growing their businesses.
When I was 16 years old, I remember going to a car dealer with a price range in mind and a vague idea of what car I wanted to walk away with. I was so excited to get my very own car and enjoy the freedom of owning one. Little did I know, buying a car—a used one at that—can be very overwhelming to a new buyer.
Alexander Acosta recently announced that the DOL fiduciary rule will not be delayed any further. Since the wealth management industry has been focusing on this for so long, I will paraphrase it: The DOL fiduciary rule is coming fast
In my role, I have the opportunity to participate in internal strategy calls to discuss how we will provide value to our clients and prospects. The prospects that we engage with have voiced concerns regarding the calculation engines, tax data update schedules, adoption rates of user portals, and the ability to showcase their unique value proposition with their current technology stack.
Whether it is banking, wealth management, or any other number of financial service solution providers, Millennials are seen as underutilizing these services.
When we begin development of a new tool or functionality, we receive feedback from both prospects and our current users. Through our research process, we learned that there was an opportunity to facilitate a rapid client onboarding experience through our software.
The Narrator® line is the newest in the Advicent product suite. Originally, Narrator was part of Figlo® and was originally labeled as Figlo Studio. For the purpose of conciseness, this article will focus on the different products in the Narrator line, as well as how they fit in the market.
In 2016, we saw a lot of industry changes and the formation of other future trends including robo-advisors, uncertainty about the DOL fiduciary standard, new technology emerging, and more.
The financial services industry experienced many shifts and regulations changes in 2017. As financial professionals navigate their way through effects of last year’s trends, the financial services and FinTech industries show no signs of slowing down this year.
The sporadic weather in Wisconsin and the rest of the Midwest is no surprise to anyone this time of year. This past weekend, we had a snow storm in Milwaukee, and then I was wearing shorts and laying in my hammock two days later.
No single software solution can completely ensure that an advisor or firm will not be subject to investigation or litigation. Due to the complexity of the client-advisor-firm relationship, there will be situations where decisions and recommendations are that made outside of established workflows are called into question.