Scenes From Day 3 of Wealth Management EDGE
The second full day of Wealth Management EDGE got spicy, with a "Hot Ones"-inspired conversation between Michael Kitces and Jason Pereira.
Source: wealthmanagement.com
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Client Niche: Everyone's Talking, No One Is Listening
As Jerry Maguire wrote, deeper relationships with fewer clients is the future.
Source: wealthmanagement.com
WealthStack 2022 Review: Industry Consolidation
Many of the big wealthtech players satiated their desire to get bigger this year. Here are some of the most significant deals that occurred in the space.
Source: wealthmanagement.com
A New Live Webinar Event from Michael Kitces
Financial Advisors Are Invited To Learn What Actually Makes The Financial Planning Process More Efficient & Scalable
Michael Kitce Mike Lecours Michael Kitces From Financial Advisor Financial Advicer Live Webinar Event
Source: prunderground.com
Faith Liversedge: Tech will keep on giving (If you use it well)
Advisers are increasingly time poor, but are they missing in the trick by not using adviser technology to its fullest potential for the heavy lifting?
Source: moneymarketing.co.uk