Disruptive technologies: Advances that will transform life, business, and the global economy. You can view analysis of these announcements and more trends in advisor technology in this month’s column, including the emergence of new robo-for-advisors” platforms Investment POD and ActiveAllocator (which don’t appear to be substantively differentiated from today’s TAMP and rebalancing software solutions), how doing tax prep is becoming big client lead gen business (and not just for financial advisors getting referrals from CPAs), how Wealthfront is stretching for revenue by rolling out a Securities-Based Lending solution (while telling consumers to stop getting hung up on the disclosures”), and that XY Planning Network will be running its second annual FinTech competition for financial advisor software (deadline for those who wish to enter: May 31st).
Welcome to the May issue of the latest news in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors and wealth management!
Identity, the very essence of what it is to be human, is open to change – both good and bad. Before the 20th century, the term was uncommon in English, and it was used either to refer to the description or study of the useful arts 3 or to allude to technical education, as in the Massachusetts Institute of Technology (chartered in 1861).
Whether it’s a customer database, an online portal, an internal scheduling system, a maintenance programme or a staff intranet, the purpose of having software is to make operations more efficient and often improve communications. The report also looks at exactly how these technologies could change our world, as well as their benefits and challenges, and offers guidelines to help leaders from businesses and other institutions respond.
What your wish list, inspired by future tech, might look like in 20 years. Included in the Association for Information Systems Senior Scholars’ Basket of Journals, identifying the top 8 journals in the field of IS. Continuing improvements led to the furnace and bellows and provided, for the first time, the ability to smelt and forge of gold , copper , silver , and lead – native metals found in relatively pure form in nature.