Mary Meeker’s 2017 Trends: 5 Insights for the Financial Industry

We’ve assembled key highlights and implications for financial services businesses from Mary Meeker’s 2017 Internet Trends Report.

Merrill Lynch refocuses on performance culture

With a swift kick, Merrill Lynch is abandoning the aggressive recruiting behavior that has dominated their growth strategy for the past two decades and building a performance culture around sales, service and advice.

Financial advisors: 5 trends that will change the way you work

Whether you’re an industry veteran or are new to the advice industry, the next five years are going to bring many changes to the wealth management and advice industry. These changes will threaten some financial advisors and their practices, yet will represent enormous opportunities to others.

Finserv People to Follow

If you’re looking to keep on top of finserv industry trends, you’d be well served by following the individuals below. It’s not an exhaustive list, and shouldn’t be interpreted as ranking of importance, but rather a starting point to fill your feed with some of the top commentary in the industry. Leading online voices in […]

Xtiva Among CIOReview’s Most Promising Tech in Finserv

CIOReview has named Xtiva Financial Systems as one of its 20 Most Promising Companies in Financial Services in 2016. The annual list, compiled by a panel of experts and CIOReview’s editorial board, is intended to recognize those companies at the leading edge of innovation in financial technology. Xtiva’s new Product Suite – Full Stack Sales […]