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Keyword: Hybrid advice

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woman with a laptop

Using technology to augment your practice can help strengthen your relationships with clients

hand touching digital tablet

iA WealthAssist combines the services of an investment advisor with the convenience of a self-serve platform

  • By: IE Staff
  • December 19, 2019 December 19, 2019
  • 13:33
smiling young couple shaking hands with investment advisor

How embracing technology can help you build stronger client relationships

  • By: David Reeve
  • September 13, 2019 November 10, 2019
  • 16:24
professional woman meeting male advisor

Experts describe how they use the funds

Businessman analyzing report

Hybrid advice model gives firms the opportunity to provide clients with more personalized services

Mandeville, Smart Money introduce WealthPort service

The new robo-advisor platform is available exclusively to advisors and their clients and gives mutual fund-licensed advisors access to ETFs

Mandeville, Smart Money introduce WealthPort service

AI will be able to provide a breadth of information and predictions while advisors use their judgment and soft skills in interacting with clients

  • By: Leah Golob
  • November 24, 2017 December 25, 2018
  • 11:45
Mandeville, Smart Money introduce WealthPort service

In the early stages of a relationship, nearly two-thirds of HNW clients prefer to work directly with a wealth manager to address financial goals and risk tolerances

  • By: Leah Golob
  • September 28, 2017 September 28, 2017
  • 14:00

Through their innovation hubs, financial services institutions are exploring ways of integrating AI and other technology into wealth management

Is your communication program up to snuff?

The trend is being driven by wealthier clients, who believe that traditional human advisors don’t provide “sufficient value,” new Accenture report finds