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RIAs That Excel at Technology Do Not Look Like Tech Firms Technology should be used to enhance the advisor-client relationship but should never stand between the advisor and the client. I had the privilege of participating in Dimensional Fund Advisor’s recent Applied Business Strategy Workshop with DFA’s Regional Director, Charles Savari. The opening question Charles posed during our session was, “What does a firm that excels at technology look like?” This led to an interesting conversation where I pointed out that, in my view, many RIAs are putting too much emphasis on technology and not enough on the relationship with the client. As I said during our conversation, we don’t ship products in the RIA industry it is a service business. Technology should be used to enhance that relationship but should never stand between the advisor and the client. To that end, I strongly believe RIAs utilizing technology to its fullest extent, ironically enough, do ....
Women leading wealthtech’s evolution CEOs and other women in the fintech C-suite are spearheading the sector s progression and paving pathways for gender equity. March 8, 2021 7 MINS Women have shattered many glass ceilings during the last year, including within the stubbornly male financial services industry. In the past 12 months, the nation elected its first female vice president, Kamala Harris, Citigroup elevated Jane Fraser to become the first woman to lead a large Wall Street Bank, and Teachers Insurance and Annuity Association of America (TIAA) announced Thasunda Brown Duckett will become the second Black woman currently heading a Fortune 500 firm as CEO. ....