Tag Archives: FinTech

A Look Into 2022 for Financial Advisors with John Pierce of Cetera

Finance, Investing, Technology, Wealth Management, WealthManagement.com, WealthTech, WealthTech Winners Circle, , , , , , , ,

As we approach the new year, many firms are both taking a look back and leaning into the future and setting plans for 2022. 

In this episode, Davis Janowski, senior technology editor at WealthManagement.com is joined by John Pierce, head of business development at Cetera Financial Group to talk about what his firm is doing on many fronts to both help advisors grow and assist them in their work with clients to establish the best version of their own financial wellbeing. 

In this episode, you will learn:

  • About some of the many challenges Cetera is striving to solve for advisors 
  • Cetera’s focus on a more diverse and female workforce 
  • Three key trends John Pierce sees in the advisor industry 
  • Initiatives and strategic planning steps Cetera will undertake in 2022 
  • How Cetera is advancing technology for advisors 
  • Challenges in the industry and how it is addressing the skillset scarcity within the advisor industry. 

Resources: WealthManagement.com | Cetera.com | John Pierce

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The Future Of Technology Is Now with Jack Swift

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Personalization and artificial intelligence are buzzwords advisors are hearing all the time these days but few have real access to either.

In this episode, Wealth Management Senior Technology Editor Davis Janowski  is joined by Jack Swift, senior partner and president of The TIFIN Group. Jack dives into financial technology and artificial intelligence, detailing how the nine business units in the group use machine learning, natural language processing, semantic search and other technologies to provide personalization to financial advisors and their clients.

In this episode, you will learn:

  • How The TIFIN Group’s nine business units and their applications apply emerging technology to provide personalized data about clients and their investments to advisors
  • The benefits of semantic search, machine learning, natural language processing and how data lakes are helping build the future of financial advice.
  • The democratization of AI and what this means for the industry
  • Potential future services of TIFIN
  • And more!

Resources: WealthManagement.com | TIFIN | Jack Swift

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Digital Solutions For Professionals with Fidelity – With Guest Lisa Burns

Finance, Investing, Technology, Wealth Management, WealthManagement.com, , , , , , , , , , ,

In this episode, David Armstrong, executive director of content at WealthManagement.com, speaks with Lisa Burns, head of platform technology at Fidelity Institutional. Lisa introduces the firm’s technological integration system available for financial professionals while referring to Fidelity’s technology consultants that work with clients to optimize the use of digital tools.

In this conversation, you’ll learn:

  • The details of Fidelity’s Health Savings Account as a solution for clients to prepare for the rising cost of healthcare and retirement
  • How the company uses its Wealthscape onboarding platform for a seamless client onboarding process 
  • What the FinTech vendor ecosystem is, its role in prioritizing customer demands
  • And more!

Tune in to discover Lisa’s thoughts on the virtual reality that’s taking over the traditional way advisors expand their practices!   

Resources: WealthManagement.com | David Armstrong | Lisa Burns | Fidelity Institutional 

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