For The Wealthy, Technology Cannot Replace Advisors (Yet)
January 23rd, 2023 | 🕒
iSpeech.org The first robo-advisors first launched in 2008 and became more popular a few years later. Today, aside from robo-advisors
Browsing the "Broker-dealer" Tag
Why Technology Can Help, Or Hinder Advisory Practices
January 9th, 2023 | 🕒
iSpeech.org Robert “Bobby” Powell is Vice President of wealth management sales at iPipeline, where he leads the wealth management and
Making Data Wealth Management’s Technology Hub
October 1st, 2022 | 🕒
iSpeech.org Technology has grown to be an essential component of the wealth management industry. At first it evolved around portfolios
Navigating Faith And Finance Using Technology
August 29th, 2022 | 🕒
iSpeech.org For over 30 years Chris McMahon, CEO of Aquinas Wealth Advisors, has advised his clients in the areas of
Return-To-The-Office Mandates Will Require Cybersecurity Adjustments For Advisors
August 11th, 2022 | 🕒
Text to Speech When Elon Musk announced Tesla employees would be required to spend at least 40 hours per week
The Five Keys To Technology Adoption
July 16th, 2022 | 🕒
iSpeech “Adoption is the new innovation” is a pithy reference I made by accident on an industry event stage a
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