Post Tagged with: "Wealth Management Advice"

Defeating Robo-Advisers Will Take More than a Pulse

by November 8, 2013 at 8:37 am 0 comments

A “robo-adviser” joined MoneyGuidePro founder and chief executive Bob Curtis on stage at this week’s T3 Enterprise conference and proceeded to melt down when Mr. Curtis asked it qualitative questions like “I’m worried I won’t be able to retire when I planned, can you help me with that?” During his opening keynote, Mr. Curtis was […]

The post Defeating Robo-Advisers Will Take More than a Pulse appeared first on Affluent Strategies by JP Nicols.

Can FinTech Improve Investor Behavior?

by October 21, 2013 at 8:37 am 0 comments

In my last post Personalized Service in the Digital World, I discussed the so-called “Robo-advisors”—the new breed of technology-driven online investment advisors—and how they are changing the competitive landscape, whether or not traditional advisors like it or even realize it. I […]

The post Can FinTech Improve Investor Behavior? appeared first on JPNicols.com.

Scaling Financial Advice and Collaboration in a GPS World

by July 18, 2013 at 12:21 am 0 comments

We live in a real-time traffic, turn-by-turn directions, GPS world. Why do financial institutions still hand out the equivalent of gas station maps? I hear from many financial institutions that creating financial plans for their clients is an important goal, in fact some have goals to provide financial plans to all or a significant percentage […]

The post Scaling Financial Advice and Collaboration in a GPS World appeared first on Affluent Strategies by JP Nicols.

What About the Overbanked?

by May 17, 2013 at 9:46 pm 0 comments

I spent a great couple of days in San Francisco this week hearing from 72 FinTech companies at Finovate, stay tuned for my unique recap and thoughts from the largest Finovate ever. As usual, there were several companies focused on improving access and service to the so-called underbanked– those who are priced out of traditional […]

The post What About the Overbanked? appeared first on Affluent Strategies by JP Nicols.

A Moneyball Approach to Wealth Management

by April 28, 2013 at 4:37 pm 0 comments

Smaller and midsized banks can play in the wealth management big leagues, but they have to use some Moneyball type tactics to compete and win against the big budget competition. Before the financial crisis, a “Field of Dreams” approach worked– if you built it, they would come. An environment of deregulation, falling interest rates, a rising stock market […]

The post A Moneyball Approach to Wealth Management appeared first on Affluent Strategies by JP Nicols.

New Partners, New Capabilities

by April 8, 2013 at 12:27 pm 0 comments

I founded Clientific because I saw two huge opportunities in financial services. The first is helping financial institutions address the massive shifts that are defining a new era of wealth management, and the second is finding new ways to leverage financial technology to drive bank innovation. Today I am pleased to announce two exciting new developments that […]

The post New Partners, New Capabilities appeared first on Affluent Strategies by JP Nicols.