Welcome to the WealthTech Winners Circle podcast, in this podcast we break down the technology challenges that are impacting today’s financial professionals. Our goal is to identify these challenges and potentially uncover solutions across tech integrations, adoption, emerging technology, evaluating solutions and more. Through this content we hope to help professionals avoid common pitfalls and move their services towards an award winning strategy for 2020 and beyond.
Wealthies Circle Podcast: Accelerating Change by Making a More Diverse and Inclusive Practice
The wealth management community has been talking about the need to make the industry more diverse to reflect the broader population for years now—and has made strides to reposition the profession as a welcoming opportunity for women, people of color and individuals with more diverse backgrounds. Still, by the numbers, little progress has been made—making … Continue reading Wealthies Circle Podcast: Accelerating Change by Making a More Diverse and Inclusive Practice →
16 Dec 2022
Wealthies Circle Podcast: Addressing Client Retirement Concerns Post-Pandemic
COVID-19 had a profound impact on the retirement plans of many Americans. Due to the financial and lifestyle upheavals caused by the pandemic, some people are retiring earlier than they originally planned while others are delaying their retirement and working longer. These developments—along with concerns over high inflation and interest rates—will require advisors to recalibrate … Continue reading Wealthies Circle Podcast: Addressing Client Retirement Concerns Post-Pandemic →
13 Dec 2022
Wealthies Circle Podcast: What Will Drive Socially Responsible Investing in 2023
SRI has been attracting considerable interest in recent years—particularly among Millennials and younger investors who are more inclined to make money while feeling good about doing it. In addition to being guardians of the planet, socially responsible businesses are expected to treat their employees well, create products and services that are beneficial to society and … Continue reading Wealthies Circle Podcast: What Will Drive Socially Responsible Investing in 2023 →
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