by Alison Ishimaru | Jul 23, 2022 | Advisory Solutions, Wealth management trends
Welcome back to our blog series on trends that persist within the wealth management industry. Our second topic is on regulatory burden and how technology can help mitigate risks and drive efficiencies. Our first topic was about the fee-compression trend, which you can...
by Alison Ishimaru | Jul 11, 2022 | Advisory Solutions, Hybrid Advisor, Wealth management trends
In the wealth management industry, three trends continue to redefine the role of advisors: fee compression, regulatory burden, and digital innovation. While these trends were established in the decade that just passed, they still affect how advisors work with their...
by Alison Ishimaru | Jun 20, 2022 | Company, News, WealthTech
A New Cache of WealthTech Solutions is Coming Your Way We are pleased and proud to announce that we have acquired TechRules, a Madrid-based wealthtech firm specializing in financial advisory applications. With a 20-year track record, TechRules is a leader in...
