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Three Takeaways from the GFMI Digital Transformation in Wealth Management Conference

Jason Fidler
Written by Jason Fidler February 16, 2018

Last week at the GFMI (Global Financial Markets Intelligence) Digital Transformation in Wealth Management conference in New York City, digital transformation, marketing, and innovation leaders from wealth management firms across the country gathered to discuss the current state of technology and marketing at their respective firms. Attendees represented firms ranging from some of the largest…

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Wealth Management, Trending Topics
Women in Finance and the Changes We Want to See

Women in Finance and the Changes We Want to See

Chris Monaco
Written by Chris Monaco June 29, 2017

Today marks the start of a new monthly series for this blog, one that focuses on the topics and people advocating for and propelling the advancement of women in finance. Seismic’s Jillian Hughes will be our immersion journalist, relaying her insights, experiences, and discoveries from each panel, dinner, seminar, or cocktail hour related to women…

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Asset Management
Millennials: Redesigning Wealth Management

Millennials: Redesigning Wealth Management

Chris Monaco
Written by Chris Monaco June 1, 2017

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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Wealth Management
Content and Communications Technologies in Financial Services: A Webinar

Content and Communications Technologies in Financial Services: A Webinar

Chris Monaco
Written by Chris Monaco May 11, 2017

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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Asset Management
2017 Tech Trends to Watch in Wealth Management

2017 Tech Trends to Watch in Wealth Management

Chris Monaco
Written by Chris Monaco April 13, 2017

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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Wealth Management
3 Highlights from Celent’s Innovation & Insight Day

3 Highlights from Celent’s Innovation & Insight Day

Chris Monaco
Written by Chris Monaco April 6, 2017

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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Asset Management