Which wealthtech tools will endure after the pandemic is over?

Arizent.com At FP’s INVEST conference, executives from major firms explained how the coronavirus has altered the advisor and client experience for the long term.

Unsubscribe View in browser 1. Which wealthtech tools will endure after the pandemic is over? By Tobias Salinger 3 min read At FP’s INVEST conference, executives from major firms explained how the coronavirus has altered the advisor and client experience for the long term. Read More → 2. Merrill Lynch introduces fully digital account opening By Ryan W. Neal 3 min read Advisors and clients at Bank of America's brokerage can now collaboratively create multiple accounts across the firm simultaneously. Read More → 3. Tech and the city: Attracting innovative companies and workers Juliet Weissman of New York City's Cornell Tech campus discusses the role of higher education and partnerships in luring startups and their workforces. Read More → SPONSOR CONTENT Operationalizing financial wellness Financial are gearing up to offer expanded advice while relying more on digital channels to meet their clients’ needs. All the change can lead to deepening client relationships and increasing assets under management. Learn More → Learn More 4. In a virtual world, advisors need to curate their digital personas By Chana Schoenberger 4 min read Be who you are online, but not too much, experts say. Read More → Best Fintechs to Work For How Brian McLaughlin keeps Redtail’s spirit alive while working from home By Ryan W. Neal 4 min read Without its funhouse office, annual trips or volunteering events, the executive found ways to engage his staff virtually. Read More →

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