Farther's Co-Founder & CEO, Taylor Matthews, joined RIA Intel's Georgina Tzanetos to discuss the evolving wealth management industry and how cutting-edge technology can help advisors automatically rebalance their clients’ portfolios, manage risk, and scale their business. “Advisors who join Farther go from spending 65% of their time on administrative activities to about 90% on client-facing work. This shift shows up in their growth rates; our advisors grow dramatically faster than the industry average. The proof is in the pudding.” Read the full interview here: https://bit.ly/3VUktZ7. #gofarther #wealthmanagement #wealthtech #financialadvisor #teamfarther
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Advisors have options, and good tech can help move the needle for firms that are trying to attract talent. Our, CEO Nate Lenz, weighed in on how independent firms have the advantage of being nimble when it comes to advisor tech. Read his full thoughts in InvestmentNews! https://lnkd.in/eQcjbmj5
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💡 An Orion study conducted earlier this year polled 542 advisors and discovered that advisors only utilize 62% of the tech they have available (on average). This begs the question: Do advisory firms have too much tech in their tech stacks? Rachel Witkowski spoke with experts Bryce Carter of F2 Strategy, Dr. Jordan A. Hutchison of RFG Advisory and others to gain their insights. ✨ Carter highlights a recent trend he has observed of more wealthtech firms concentrating on the "things [they] are really good at and really leaning in," while also noting the benefits of all-in-one solutions for smaller firms that require less customization. ✨ Hutchison emphasizes the importance of checking for solutions within a firm's current tech stack before falling prey to shiny object syndrome, encouraging advisory firms to conduct annual reviews of their technology suites. 📰 Read more of their insights at Financial Planning: #techstack #wealthtech #wealthmanagement #fintech #advisors https://lnkd.in/gg5DMa87
For some advisory firms, it's time for a tech-stack diet, consultants say
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Legacy IT systems are not just tech issues, they are red flags for investors. In this blog, my colleague Marius Haverkamp talks about how addressing IT issues can make substantial efficiency gains for many companies.
Why Legacy IT Systems are a Red Flag for Investors
hso.com
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Legacy IT systems are not just tech issues, they are red flags for investors. In this blog, my colleague Marius Haverkamp talks about how addressing IT issues can make substantial efficiency gains for many companies.
Why Legacy IT Systems are a Red Flag for Investors
hso.com
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Legacy IT systems are not just tech issues, they are red flags for investors. In this blog, my colleague Marius Haverkamp talks about how addressing IT issues can make substantial efficiency gains for many companies.
Why Legacy IT Systems are a Red Flag for Investors
hso.com
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Legacy IT systems are not just tech issues, they are red flags for investors. In this blog, my colleague Marius Haverkamp talks about how addressing IT issues can make substantial efficiency gains for many companies.
Why Legacy IT Systems are a Red Flag for Investors
hso.com
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Legacy IT systems are not just tech issues, they are red flags for investors. In this blog, my colleague Marius Haverkamp talks about how addressing IT issues can make substantial efficiency gains for many companies.
Why Legacy IT Systems are a Red Flag for Investors
hso.com
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Legacy IT systems are not just tech issues, they are red flags for investors. In this blog, my colleague Marius Haverkamp talks about how addressing IT issues can make substantial efficiency gains for many companies.
Why Legacy IT Systems are a Red Flag for Investors
hso.com
-
Legacy IT systems are not just tech issues, they are red flags for investors. In this blog, my colleague Marius Haverkamp talks about how addressing IT issues can make substantial efficiency gains for many companies.
Why Legacy IT Systems are a Red Flag for Investors
hso.com
-
Legacy IT systems are not just tech issues, they are red flags for investors. In this blog, my colleague Marius Haverkamp talks about how addressing IT issues can make substantial efficiency gains for many companies.
Why Legacy IT Systems are a Red Flag for Investors
hso.com
Fractional CFO | Fund Manager | Venture Capitalist | Entrepreneur | Certified Exit Planning Advisor (CEPA®) | Start-up Advisor | CPA
1moTaylor Matthews' insights are a real eye-opener, Farther. It’s impressive to see how technology can free up advisors to focus more on their clients.