ByMarcos PuccinionNovember 24, 2020 10 Reasons to Fully-Digitize Your Wealth Advisory Looking back at the chaos that 2020 introduced to businesses worldwide, one large challenge stands out — the need Read More
ByMarcos PuccinionOctober 30, 2020 How You Can Be a Better Financial Advisor Financial advisors can be exposed to a great deal of stress - that doesn't mean your skills have to Read More
ByMarcos PuccinionSeptember 23, 2020 5 Digital Marketing Strategies to Bring in New Clients In the past, marketing efforts such as cold-calling and traditional advertising may have been effective. However, currently, the online Read More
ByMarcos PuccinionJune 30, 2020 How AI Can Help Advisors Become More Proficient When you think of financial advisors, the chances are that you don’t immediately relate it to artificial intelligence (AI). Read More
ByMarcos PuccinionJune 03, 2020 8 Key Attributes Of A Successful Portfolio Manager Running a successful wealth management business doesn’t just lie in your knowledge of the market and investment opportunities. In Read More
ByMarcos PuccinionJune 03, 2020 How to Move from Being a Commission-Based to a Fee-Based Advisory Firm Planning for a commission-based earning can cause quite a headache. Although commissions can be sizeable and certainly to the Read More
ByMarcos PuccinionMarch 17, 2020 8 Lead Generation Tips For Investment Managers Generating quality leads is a difficult accomplishment regardless of the industry you’re in. Most financial advisors find this particularly Read More
ByMarcos PuccinionFebruary 27, 2020 How To Land High Net Worth Investors If you’re starting out as a financial advisor, having any type of client is good news. However, to achieve Read More
ByMarcos PuccinionFebruary 11, 2020 The Rise Of Robo Advisors In Wealth Management The use of Artificial Intelligence (AI) has been on the rise worldwide. From home smart devices to the well-known Read More
ByMarcos PuccinionFebruary 04, 2020 MiFID II and PRIIPs: A Breakdown Of The Latest European Regulations For Asset Managers At the start of 2018, the EU introduced new legislations to make investment funds completely transparent. This is what Read More
ByMarcos PuccinionJanuary 20, 2020 Why Wealth Managers Are Taking Big Data To The Cloud Cloud computing is transforming the way the financial world is operating. With an easier way to handle data, financial Read More