Happy Tuesday Fellow Fintechers!
Day 7,933 of the quarantine. Yeah, we’re all getting really tired of being cooped up, but let’s hope it really is making a difference and we can get back to some semblance of normalcy soon. Meanwhile, we hope all our friends in the northeast make it through the storms that we just had here in the south over the weekend. Stay safe!
You know you can count on us to keep you updated on the latest news for advisors around wealthtech and fintech.
First, as always, is our Wealthtech Weekly column from our resident expert Vasyl Soloshchuk. We also have a new 3 Questions with Tony Leal, president of Envestnet | Moneyguide, with some great insights for our readers. Kelly Waltrich, CMO of Orion, has penned a piece on the importance of empathy right now. This is a good message for everyone to remember, no matter what side of the table you are sitting on.
Financial Advisor magazine senior editor Christopher Robbins has written another piece on Orion’s new automated advisor marketing platform, something we have seen other competitors roll out recently as well. Robbins has also delved into a new Reg BI compliance solution recently launched by Docupace.
FA senior writer Karen DeMasters has written a piece exploring how working from home may emerge as a new trend for advisors after the pandemic is over. Having worked from home for 18 years now, we have to agree – it just takes a different form of discipline.
Last up is a look at the importance of digital reliability for financial firms, in lieu of several recent high profile outages from the likes of Robinhood and others from J.D. Power. Top ranking sites include Schwab and Vanguard.
Read up and be in the fintech know!
Yours in Fintech,
Cindy Taylor