Finance News
SS&C on Near-Term Impacts of Emerging Industry Trends
Wealth advisors shifting to financial life planning. Steve Leivent from SS&C Advent advises on tech adoption and focus.
By NB
Oct 28, 2023
Doug Fritz on Embracing Technology and Debunking AI Hype
Doug Fritz of F2 explores AI's impact on wealth tech, emphasizing practical implementation, data organization, and the role of CTOs.
By NB
Oct 28, 2023
Attracting NextGen Talent and the Power of Mentorship
Julie Ragatz highlights changing paths to attract next-gen talent to the industry, emphasizing CFP programs and mentorship.
By NB
Oct 28, 2023
Advisors Innovations Podcast: Schwab's Bernie Clark and Rick Wurster on the 'Unprecedented' Migration of Assets from TD Ameritrade
Schwab's execs discuss what advisors can expect from the dominant custodian going forward.
By NB
Oct 28, 2023