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External | what does this mean? This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. Aperture launches WealthTech vendor evaluation software 16 February 2021 Source: aperture aperture, the Swiss strategy consultancy, today launches its “Market Map for Wealth Management Software” as part of an in-depth report, “Digital Age Wealth Management” looking at the customer, technology and business model trends transforming the industry. The Market Map has been introduced to address the sh...

aperture, the Swiss strategy consultancy, today launches its “Market Map for Wealth Management Software” as part of an in-depth report, “Digital Age Wealth Management” looking at the customer, technology and business model trends transforming the industry. The Market Map has been introduced to address the shortcomings of conventional vendor evaluations. Until now, most vendor evaluations have focused on product breadth and vendor maturity. However, not only do these criteria favor large vendors over small vendors, but they are increasingly irrelevant in an age where functionality can...

HSAs, an adviser favorite, just don’t get much love Health savings accounts, often confused with flexible spending accounts, are prized for their tax leniency. But many things hold them back, including the high-deductible health plans to which they are tethered. February 1, 2021 8 MINS Health savings accounts are one of the top recommendations advisers make for clients, but the savings vehicles are scarcely used — and when they are, they are almost always treated like checking accounts. As every financial professional worth their salt knows, HSAs are a unicorn in the...