Blog Category Archive

Wealth management

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1 Jun
2017

Posted by
Chris Monaco

Millennials: Redesigning Wealth Management

Believe it or not, it’s been just over a year since this blog looked at the financial and populational growth of Millennials. As it has remained a prevalent topic of discussion for bylines and industry panels alike, Seismic continues to cover Millennials’ characteristically transformative impact on financial services, particularly wealth management. It’s come to an…

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11 May
2017

Posted by
Chris Monaco

Content and Communications Technologies in Financial Services: A Webinar

Last week MFEA hosted a webinar featuring Craig Dunham, VP of financial services at Seismic, and Ray Lewis, Global Marketing Communications Manager at Brandes Investment Partners, L.P. The session is entitled “Increasing Marketing’s Efficiency and Effectiveness with Content and Communications Technologies” and its recording is available to MFEA members and non-members. The presentation’s arc consisted…

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13 Apr
2017

Posted by
Chris Monaco

2017 Tech Trends to Watch in Wealth Management

CEB TowerGroup recently released a report on the biggest technological trends occurring within wealth management for 2017. The industry push towards adopting fresh technologies is driven by a culmination of factors like slowing AUM growth, increased regulation, fee compression, and a major shift in client demographics and behavior. Because of these tougher market conditions, pre-tax…

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6 Apr
2017

Posted by
Chris Monaco

3 Highlights from Celent’s Innovation & Insight Day

This past Tuesday over three dozen wealth and asset management professionals gathered in Boston to hear from a team of Celent analysts on topics like artificial intelligence, robo-advisors, behavioral traits of Millennials, and the most pressing challenges facing firms today. The symposium’s format consisted of a mix of presentations and panels, with a robust Q&A…

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30 Mar
2017

Posted by
Chris Monaco

Three Keys to a Coherent, Consistent Corporate Narrative

Regardless of which space a financial services firm occupies—banking, asset or wealth management—creating, maintaining and disseminating an effective corporate narrative is critical to conveying a coherent, differentiating message to the market—especially one in the midst of a massive transformation—and delivering a consistent level of value and service via the statement’s users—a firm’s employees. The CEB…

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23 Feb
2017

Posted by
Chris Monaco

3 Highlights from the T3 Technology Conference

Dozens of vendors and hundreds of attendees gathered for the T3 Advisor Conference in Garden Grove, California, last week. Their mission: to share and gain knowledge on the technologies available to wealth management firms today and what the future could bring, in terms of increased competition and costs, for those who don’t proactively embrace innovation…

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2 Feb
2017

Posted by
Chris Monaco

5 Highlights from the DCIO Leadership Summit

Last week fifty-plus managers and executives convened in Boston for the Defined Contribution Investment Only (DCIO) Leadership Summit. The attendees discussed topics like robo platforms, the DOL Fiduciary Rule, passive products and everything in between. Each session provided a thorough analysis of its respective topic, and panelists were quite engaging and open to dialogue with…

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19 Jan
2017

Posted by
Chris Monaco

Socially Responsible Millennial Investors

As if wealth management firms didn’t already have enough to contend with in terms of challengers, consolidation and compliance, they are also adjusting to the characteristics of the client marketplace itself, as the future of organic growth is hinged to the financial rise of Millennials—quite possibly the greatest generation of investors yet. However, attracting an…

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29 Dec
2016

Posted by
Chris Monaco

Financial Services in 2016: Blockchain, Fintech, Fiduciary, Oh My

To say 2016 was quite the year for financial services, both positively and negatively, would be an understatement. Advancements in blockchain led to broad-based industry conversations and a few early adoptions of the developing technology. Banks continued to defend against a number of Porter’s Forces, including stubbornly low interest rates and emboldened fintech challengers. And…

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6 Dec
2016

Posted by
Chris Monaco

The Artificially Intelligent Wealth Advisor

Recently, William Trout, Senior Analyst at Celent, presented a webinar on the evolution of artificial intelligence (AI) in wealth management and whether or not its full maturation, predated by that of robo platforms, will spell doom for human advisors or in fact strengthen the delivery and scalability of service, thereby enhancing the overall client experience. Indeed…

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