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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Read More 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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Read More 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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Read More 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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Read More 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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Read More 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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Read More 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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Read More 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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Read More 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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Read More 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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Read More 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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Read More 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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Read More 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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Read More 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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Read More 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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Read More 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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Read More 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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Read More 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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Read More 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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Read More 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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Read More 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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Read More 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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Read More 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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Read More 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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Read More 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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Read More 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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Read More 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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Read More 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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Read More 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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Read More 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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Read More 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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Read More 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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Read More Considerations on stocks
Given the tiresome discussion of the best method to evaluate the purchase - or sale - of a stock,
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Read More 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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Read More 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
