Kyle O'Donnell’s Post

"According to Cerulli's State of US Wealth Management Technology 2024 Report, advisor practices that are more extensively incorporating the use of technology within their practice are growing at faster rates than practices that are not." In The Wealth Mosaic's US WealthTech Landscape Report, Kerry Ryan, Seismic Sr. Director of Financial Services Industry Marketing, shares why enablement technology is the missing link for wealth management firms looking to better support both advisors and clients. Read more:

"According to Cerulli's State of US Wealth Management Technology 2024 Report, advisor practices that are more extensively incorporating the use of technology within their practice are growing at faster rates than practices that are not." In The Wealth Mosaic's US WealthTech Landscape Report, Kerry Ryan, Seismic Sr. Director of Financial Services Industry Marketing, shares why enablement technology is the missing link for wealth management firms looking to better support both advisors and clients. Read more:

💡 How does a wealth management firm with nearly a century of experience stay relevant in today's fast-paced financial landscape? Join us next month at Datos Insights' Wealth Management Forum to find out! Learn more and register here 👉 https://lnkd.in/ewS_t9mD Since 1931, Fiduciary Trust International has been a cornerstone in multi-generational wealth management. Now, they're leading the charge into the digital era. Chairman and CEO John M. Dowd will reveal how they're leveraging technology to drive growth and innovation for the next century. Don't miss this opportunity to learn how one of the industry's most established players is reshaping the future of #WealthManagement!

Institutional investors foresee a significant increase in new digital asset funds over the next year, driven by traditional institutions' growing interest. A survey indicates that 70% expect fund launches to rise, with some anticipating dramatic growth, underscoring a shift in the financial landscape towards digital assets. #DigitalAssets, #InstitutionalInvestors, #TokenizedFunds, #NickelDigitalAssetManagement, #Forex

In today’s fast-paced digital world, wealth management is evolving rapidly. Clients expect more—they want full control over their financial picture, and advisors need the right tools to keep up. Find out more in our blog: Holistic Wealth: From Fragmentation to Full Control: https://lnkd.in/ervSR6Se. If you’re attending the lang cat #HomeGame4 this week, stop by the FNZ Group stand to meet our Chief Product Officer, John Blackman, and ask us about holistic wealth. #OpenUpWealth Mark Polson, Roland Whyte (ACA), Nokkel,

ERI listed at the 6th annual WealthTech100, naming the technology companies transforming the operations of investment firms, private banks and financial advisors. The list sheds light on the firms that every player in the #wealthmanagement industry should know about. The list includes companies tackling significant challenges and opportunities in wealth management, spotlighting leaders in client acquisition, #financial planning, #portfoliomanagement, and #digital #brokerage. https://lnkd.in/dSuguRdn

Great perspectives on how holistic wealth is being reshaped—driving a more integrated and client-focused future 🚀 As Roland Whyte (ACA), Founder and CEO of Nokkel, says: "Nokkel and FNZ are opening up property wealth through consolidating property data and connecting financial solutions." Check out FNZ Group’s full article below! #HolisticWealth #PropertyWealth #FNZ #Nokkel

ERI listed in the 6th annual WealthTech100, naming the technology companies transforming the operations of investment firms, private banks and financial advisors. The list sheds light on the firms that every player in the #wealthmanagement industry should know about. The list includes companies tackling significant challenges and opportunities in wealth management, spotlighting leaders in client acquisition, #financial planning, #portfoliomanagement, and #digital #brokerage. https://lnkd.in/dSuguRdn

We are delighted to announce the publication of our Swiss WealthTech Landscape Report (WTLR) for 2024!   This year’s edition of the Swiss WTLR, highlights the most relevant and impactful technology topics and trends for a specific wealth management market. We showcase the depth, breadth, and growing range of technology and related solution providers available to the wealth management community in Switzerland and beyond.   The report includes over twenty thought-provoking articles from different backgrounds of the wealth management industry, focusing on four key themes: the client experience, the wealth management offering, the business, and the external asset management (EAM) model.   Additionally, we’ve featured 10 Solution Showcases, our A-Z Solution Provider Directory with 539 entries, and a data insights section collecting relevant data points (from third-party sources) to show how the Swiss wealth management industry is evolving and its current shape. A big thank you to all the report’s contributors! Edward Turner from Dreyfus Banquiers, Christian Cebreros from The Good Guys Company, Tom Williams from Pointgroup, Tomas Hurcik from ORCA, Christoph Schnidrig from Amazon Web Services, Jasmine Willis from Simple, Tamara Kostova from Velexa, Nicolas Syz from Syz Group, Stefan Edelmann from Sygnum, Delia Steiner from aixigo, Enrico De Giorgi from Yainvest, Steve Round from SaaScada, Jürg Stalder from SIX, Roger Furrer from ERI, Marc Oliver Hauser from Tenity, Marion Fogli from Alpian, Dieter Lützelschwab from additiv, Ray Soudah from Millenium Associates, Helmut Schmid from UBS Partners, Dimitri Petruschenko from EAM.Technology, Brice Zanetti, CFA from Everon, Jamie Vrijhof-Droese, and Laurent Pellet from Lombard Odier Group Interested in reading the full report? You can read this edition of the Swiss WealthTech Landscape Report online. #switzerland #zurich #swiss #events #event #conference #technology #digitaltransformation #wealth #advisor #wealthmanagement #banking #privatebanking #tech #familyoffice #swisswealthtechlive2024 #wealthtech #fintech #finance

Data integrity, tech adoption, and human capital lead the list of wealth management trends, as cited by Datos Insights. WealthManagement.com https://lnkd.in/gtvPMW-U