Happy New Year's Eve-Eve-Eve, everyone! And I've got to say, 2022 is going to be a year to remember.
For me personally, it has definitely been one for the books. I started covering wealthtech for Financial Planning and hosting the Financial Planning Podcast this year. As a result, I've had the opportunity to connect with so many of you who check out this newsletter each week and tell some of your stories.
So this week, as I highlight a few stories and conversations looking back at how tech impacted the industry in 2022, and how it will continue to evolve in 2023, I just wanted to say thank you. Thank you for sharing stages with me. Keeping it real with me. Sharing your vision with me. Opening up to me.
Here's to more of that, and a whole lot more, in 2023.
It's also a good time to talk about money! Primarily, how advisory firms plan to spend it on wealthtech next year. I had the chance to catch up with Doug Fritz of F2 Strategy to discuss new research on the topic, and his team expects user experience and data to be major focus areas for wealth managers.
Check out the full story and additional insight at Financial Planning.
Anything else on your mind as 2022 ticks away? Drop me a line at [email protected]. Have a great rest of the week! And whatever you do to ring in the new year, please do it safely and responsibly. Cheers!
Regards,
Justin | | Justin Mack
Reporter, Financial Planning
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| By Justin L. Mack 5 min read | Wealth management firms say they feel increasing pressure to have a great digital experience, and better client insights require better data. Read story → |
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| | | By Justin L. Mack | As wealth managers prepare to make it rain on wealthtech, here are the kinds of solutions that can take your practice to the next level, and how to choose them successfully. Read story → |
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| | | By Justin L. Mack | Check out this collection of can't miss conversations with industry insiders and experts. Read story → |
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| | | By Tobias Salinger | Advisor Group, Ameriprise, Cetera, Commonwealth, LPL and Raymond James are getting bigger and streamlining a crowded field of business as they go. Read story → |
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| Delivering exceptional client management has never been easier. Hubly revolutionizes practice management for financial advisory firms by bringing efficient processes, client tracking, and team collaboration into a single visual workspace. Learn more → |
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| | | By Editorial Staff | Financial Planning's list of movers and shakers in the industry, and what we expect from them in the coming year. Read story → |
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| | Follow Financial Planning in real time. More ways to get the most trusted industry news and analysis. |
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| | | | | | | | | | | | | | | RESOURCES | | | WEB SEMINAR | | Thursday, January 26, 2023 3:00 PM EST | For business owners, a maze of financial and emotional challenges can stand between their practice and the future. Bluespring president David Canter shows us how to get there. Learn More → | | | WEB SEMINAR | | Monday, December 5, 2022 12:00 PM EST | Nikkee Rhody, chief of strategy at Central Payments, and Shannon Huether, vice president of project management and implementations, explain how the company tailored every aspect of its hiring practice to make sure it reaches the talented women that other fintechs overlook. Learn More → | | | WEB SEMINAR | | Thursday, December 15, 2022 1:00 PM EST | Many believe the Federal Reserve will slow down rate increases beginning in December.. Steve Friedman, senior macroeconomist at MacKay Shields, will join us the day after the meeting to discuss what was done and what he expects in the future. Learn More → | | | WEB SEMINAR | | Wednesday, February 2, 2022 1:00 PM EST | Learn how to reduce fraud and mitigate risk, while improving overall outcomes of revenue acceleration. Learn More → | SPONSOR CONTENT FROM ABBYY | More resources → |
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