More than 20 years ago, Oakland Athletics general manager Billy Beane famously applied “sabermetrics”, or baseball-specific statistical analysis, to his player evaluation and decision-making process. […]
7 Benefits of Wealth Management Professionals Going Mobile
Mobile technology has improved productivity and efficiency for knowledge workers everywhere. Beyond photo sharing and social communication apps, many industries benefit by having industry- and […]
What Are the Benefits of Cloud-Based Wealth Management?
Thanks to broadband Internet, ubiquitous wifi, and cloud computing, we’ve moved past the need for individual applications on individual computers, each installing new programs from […]
Can the Trust Industry Avoid Becoming the Next ‘Blockbuster’?
Do you remember Blockbuster when Netflix disrupted the video rental industry? Over a 3-to-5-year period, customers and the market changed right in front of their […]
A Beginner’s Guide to Trust or IRA Data Conversions
If you’re reading this article, it’s probably because your financial institution has adopted a new accounting platform for your trust or IRA — and you’re […]
3 Keys for Leveraging Digital Transformation in Organizational Strategy
I had the honor of participating recently in an industry panel discussion intended to help wealth management firms think about the role digital transformation and […]