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Column: Finology Software, Helping Advisors Engage With HENRYs

FinTech
 
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WealthStack

JULY 5, 2024

COLUMN

Finology Software, Helping Advisors Engage With and Plan for HENRYs

Davis Janowski

Our technology columnist caught up with Alex Bottom and spoke with him about developments to his platform meant to help advisors with managing student debt.

FULL ARTICLE

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The Word on WealthTech for July 2024

Doug Fritz

F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.

FULL ARTICLE

FASTCHAT VIDEO

Using Technology to Level Up the Advisor-Client Relationship

Sponsored by Schwab Advisor Services

Schwab's upcoming tech updates aim to improve advisor-client experiences.

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A Closer Look at AI in Family Offices

Hanna R. Dameron, Tracy L. McLaughlin and Kevin Matz

Understand the risks to privacy, confidentiality and fiduciary responsibility and do your best to mitigate them.

FULL ARTICLE

ADJUSTED FOR RISK PODCAST

Tips For Creating An Effective Marketing Strategy

Ryan Nauman

C2P's Matt Seitz shares insight about and provides examples of effective marketing strategies.

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