1. Which wealthtech tools will endure after the pandemic is over?

By Tobias Salinger 3 min read

At FP’s INVEST conference, executives from major firms explained how the coronavirus has altered the advisor and client experience for the long term. Read More →

2. Merrill Lynch introduces fully digital account opening

By Ryan W. Neal 3 min read

Advisors and clients at Bank of America's brokerage can now collaboratively create multiple accounts across the firm simultaneously. Read More →

3. Tech and the city: Attracting innovative companies and workers

Juliet Weissman of New York City's Cornell Tech campus discusses the role of higher education and partnerships in luring startups and their workforces. Read More →

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Operationalizing financial wellness

Financial are gearing up to offer expanded advice while relying more on digital channels to meet their clients’ needs. All the change can lead to deepening client relationships and increasing assets under management.

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4. In a virtual world, advisors need to curate their digital personas

By Chana Schoenberger 4 min read

Be who you are online, but not too much, experts say. Read More →

Best Fintechs to Work For

How Brian McLaughlin keeps Redtail’s spirit alive while working from home

By Ryan W. Neal 4 min read

Without its funhouse office, annual trips or volunteering events, the executive found ways to engage his staff virtually. Read More →

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