Guide to the new language of tech and finance

What is Fintech, Insurtech, Wealthtech, Regtech and Paytech and how to stay up-to-date on key discussions surrounding innovation in finance.

Wealthtech Trends to Watch in 2019

What is the most important wealthtech trend that the wealth management and advisory industry should pay attention to in 2019? Here's what the experts say.

The DOL Fiduciary Rule is Dead; Long Live the DOL…

Fifth Circuit Court's decides to vacate the Department of Labor's fiduciary rule, yet fiduciary advice is stronger than ever.

Women making a difference in financial services

Observations from the 3rd annual Women to Watch awards luncheon in New York City on March 13, 2018.

WealthTech Trends to Watch in 2018

Digital wealth management trends to watch in 2018, featuring contributions from leading wealthtech and fintech influencers.

Merrill Lynch’s big shift in Incentive Compensation

Merrill Lynch's recent incentive compensation changes signal a shift towards a stronger Sales Performance Management posture in the organization and the wealth industry as a whole.

Top Reads: Tech & the Future of Wealth Management

As head of product and strategy at Xtiva, a big part of my job is staying on top of the accelerating pace of change in the financial services industry, particularly…

How Wealth Management Can Survive a 40 Basis Point Future

The world of wealth management is barely recognizable today in comparison to just a few years ago – and the pace of change is accelerating. We now live in a…

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.

Why a solid succession plan is in your client’s best…

As a financial advisor, it is part of your job to protect clients from disruptions to your business for one simple reason - it introduces risk that is not in…

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,…

The Young & Talented: Steps to Attract Millennial Advisors

Understanding millennials and the distinctive qualities they bring to the workplace is essential for the long-term success of your business. Financial talent consultant Kelli Cruz recommends focusing on five key…

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

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…

Driving profitability in the complex advice industry

Product complexity, distribution constraints, compliance requirements, and low interest rates have put a squeeze on the profitability of many financial advisory firms.

New Study: Sales Enablement Impact on Financial Industry Growth

Research will identify best investments for Financial Advisory Firms and Broker-Dealers New York, NY – January 31, 2017 — Xtiva Financial Systems is launching a major research project to examine…