by Alok Misra | Apr 21, 2016 | Wealth Management
Today’s ever more tech-centric world is changing the game for both clients and wealth managers. And client service is one of the key areas where the battle for a client’s wallet and mindshare is being waged. “For us, client service and advisor service...
by Allan Siegert | Dec 4, 2015 | Wealth Management
Barrons listed top financial advisory, Meg Green & Associates, plans to dramatically grow beyond its Miami base. At the recent T3 Enterprise Conference that we attended, the firm’s president, Todd Battaglia, talked about setting the stage for growth while...
by Alok Misra | Sep 30, 2015 | Wealth Management
Advisors all share the same #1 priority: their clients. There is nothing they want to avoid more than to look bad when getting in front of clients. To ensure that client review meetings run smoothly, they, along with their staff, go through numerous time consuming...
by Allan Siegert | Sep 1, 2015 | Wealth Management
U.S. markets were down nearly 3 percent today amid continuing worries about China. When asked by Bloomberg TV to describe in a word what’s going on, James Bianco of Bianco Research said this: “Uncertainty and Fear.” It looks like this latest round of market volatility...
by Alok Misra | Jul 7, 2015 | Asset Management, Fund of Funds, Hedge Fund, Mezzanine, Placement Agent, Private Equity, Private Equity Real Estate, Venture Capital, Wealth Management
A Financial Advisor IQ article recently reported that FA client allocations to alternative investments have grown by close to 20% across wire houses over the past three years. Seems like pretty strong growth, right? Until you look at the data showing that...
by Alok Misra | Jun 16, 2014 | Cloud Computing, Wealth Management
Wealth managers are struggling with CRM, even though they are an attractive market for CRM providers. Look at any industry blog and you’ll see stories about RIAs and independent advisors, who are sucked into becoming CRM mechanics. They continue to pay CRM providers...
