To financial advisors: Get started with social media

AdventSocialMediaBlog2

In our last blog post, we highlighted the important reasons why advisors need to get going and get visible on social media channels. Most importantly, to ensure that the lifeblood of future growth – referrals – are coming in.

Read more ›

Tagged with: , , , , , , , , , ,
Posted in Advisors, Asset Managers, Family Offices, Hedge Funds, Social Media, Technology, Trading, Traditional and Alternative Asset Management, Uncategorized, Wealth Management, Wealth Management and Financial Planning

The future of financial advisor technology

Charts of Financial Instruments

One of the most critical issues to the competitive success of financial advisors is improving technology systems to serve more clients and manage digital information. Most advisors believe technology will have a profound effect on the way firms do business over the next 10 years. In order to attain maximum efficiency, an advisor’s tech stack must be interconnected. Even with state-of-the-art applications, productivity gains through disparate systems are limited.

Read more ›

Tagged with: , , , , , , , , ,
Posted in Advisors, Asset Managers, Black Diamond Performance Reporting, Hedge Funds, Technology, Uncategorized, Wealth Management and Financial Planning

Five ways tech can help your firm manage through a volatile market

Touching chart
Is uncertainty back in the market? If the VIX is any indicator, the answer is yes. In one day last week, the VIX, a measure of implied volatility, spiked nearly 40%.  Whether volatility is here to stay or planning to rear itself intermittently, it’s a great time to evaluate internal systems, processes and data that can help your firm weather through the potential storm.

Read more ›

Tagged with: , , , , , , ,
Posted in Advisors, Asset Managers, Hedge Funds, Technology, Trading, Uncategorized, Wealth Management, Wealth Management and Financial Planning

World-class technology holds the key to Saudi Arabia’s successful transformation

View of Kingdom Tower, Riyadh, Saudi Arabia

As we discussed in our previous blog posts (“The transformation of Saudi Arabia” and “IPOs, PIF and PPPs: It All Spells Opportunities for Financial Institutions”), the Saudi government is responding to its over-reliance on hydrocarbons and what has been a difficult macroeconomic environment by introducing some truly radical changes.

Read more ›

Tagged with: , , , , , , , , , , , , , , , , ,
Posted in Advisors, Asset Managers, EMEA, Global, Hedge Funds, Technology, Traditional and Alternative Asset Management, Wealth Management, Wealth Management and Financial Planning

The Case for Social Advisors

Businessman with social media concepts

The one thing we know to be true about success in wealth management is that success is grounded in relationships.

Despite the hype around robo advisors and the big technology disruptions that ebb and flow, people with more complex portfolios still want to interact with a human when it comes to their financial lives – and more than that, an experienced professional. Investors want to find the right advisor who has their best interest at heart and can be the go-to consultant and coach to help them make sense of their finances and future goals in an increasingly complex world.

Read more ›

Tagged with: , , , , , , ,
Posted in Advisors, Asset Managers, Family Offices, Hedge Funds, Social Media, Technology, Traditional and Alternative Asset Management, Trends, Wealth Management, Wealth Management and Financial Planning

Subscribe

Recent Tweets

Authors

Archives

Contact

If you have questions or would like to submit a topic you would like for us to consider covering, email us at social@advent.com.