Digital Delivery and Client Centricity are Must-Haves for 2021 and Beyond
Where does your firm fall on the Digital Migration Curve? For many businesses, client centricity is already the norm.
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BRITech’s latest round of expansion to DACH
We are excited to announce BRITech’s latest round of expansion to DACH (Germany, Austria & Switzerland).
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News in Open Banking Brazil and Investment Fund Management
With the implementation of Open Banking in Brazil, BRITech will continue working to promote the improvement of integration between
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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
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Keeping Up with Cloud Compliance
Due to constantly changing regulatory requirements, many financial institutions are shifting towards the cloud due to its ease of
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What High Net Worth Individuals Want From Financial Advisors
Attracting high net worth individuals can take your firm to the next level. These types of clients are those
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The Hottest Fintech Companies in 2020
The fintech industry is growing each year. With the blink of an eye, we are seeing new and exciting
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How Technology Is Impacting The Asset Management Industry
In order to keep up with client demands, stricter regulations, and project growth, many financial advisors are turning to
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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
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How to Create a Winning Website for Your Financial Firm
These days, having an effective and attractive website is just as important as having easily identifiable business cards. Your
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How Wealth Managers Can Embrace Digital Disruption Within the Investment World
Disruption in a business context is innovation that radically alters the way things are done. Often, it’s for the
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LinkedIn for Financial Advisors: The How-to Guide
Social media can be a winning strategy to bring in your top clients and to full your roster -
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An investment comparison: US x Europe
All the European market is well experienced in investing abroad, meaning buying securities provided by other European countries, or
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How The Investment Management Industry Has Been Impacted By COVID-19
Since the outbreak of COVID 19, the whole world has been shaken up. All industries across the globe have
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When is it the Right Time to Upgrade Your TAMP?
Turnkey Asset Management Programs, or TAMPs, can provide a major advantage for investment managers and financial advisors. By the
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How to Bring Advisor Value to Your Financial Planning
With so many financial advisors and specialists out there, it is crucial to add maximum value to your clients.
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Achieving Digital Excellence – Wealth Management Playbook
Long before COVID-19 put further pressure on wealth managers to digitise their business, both clients and advisors were seeking
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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).
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What Are SMA’s And How Can They Benefit Your Firm?
In today’s fast-paced and forever evolving economy, it’s becoming increasingly apparent that financial advisors need to broaden their offerings
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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
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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
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The Social Media Guide to Investment Management
Social media is well-known for being an effective and engaging marketing tool. Channels such as Facebook, LinkedIn, Twitter and
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What is a TAMP and How Do They Work?
Although Turnkey Asset Management Platform’s, or TAMP solutions have been a player in the finance industry since the 1980s,
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How To Tell When It’s Time To Replace Your Investment Platform
Choosing your investment platform is a big decision. This will make up the base of your operations and business
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Why Every Investment House Needs An ESG Strategy
When it comes to environmental, social, and governance (ESG) goals, it’s often thought that this falls mainly on the
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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
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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
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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
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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
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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
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Some thoughts on derivatives – Options
These are legitimate arguments, however a more detailed analysis of the idiosyncrasies of each type of derivative and, more
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Robo-Advisors and its expectations
Neither one thing nor the other - this new approach has the potential to change the landscape of investment
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Considerations on stocks
Given the tiresome discussion of the best method to evaluate the purchase - or sale - of a stock,
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Modeling a system for managing options
There is no doubt about the importance of technology in the world of finance. In some cases, the lack
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We’re reconciled. Why Is My Performance Wrong?
The premise of reconciliation is simple. Check one thing against the other; when they match, you are done! Anyone
