Ahead of Wealth Management EDGE, Ritik Malhotra speaks about the instant gratification fueled by technology. Instant gratification has become a hallmark of our fast-paced digital era, where tasks such ...

Modern wealth management firms should grant advisors true ownership, portability and freedom from punitive departure policies ...

The recent financial crisis made Rob Hoxton, the president and chief executive officer of Hoxton Financial, question much of what he had been taught throughout his career as a financial advisor.

Lacy Garcia is the founder and CEO of Willow, an award-winning wealthtech platform powering advisors’ acquisition and growth with women investors. A former financial advisor and marketer, Garcia ...

Last month, two new studies were published on the current state of client communication in the wealth management industry and the impact is has on each financial advisor’s business. Spoiler alert: It ...

Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...

Waypoint West is reimagining wealth management for modern founders, creators, and families. The largest wealth transfer in history is underway, with more than $84 trillion expected to change hands by ...

Magenic Lead Consultant Allen Conway will be speaking at Modern Apps Live! (part of Visual Studio Live Las Vegas 2017) this March. One of his sessions will focus on building modern apps on the client ...

AI thrives on data but feeding it the right data is harder than it seems. As enterprises scale their AI initiatives, they face the challenge of managing diverse data pipelines, ensuring proximity to ...