Wealth management will always be a relationship-driven profession. And, even as advisors introduce new toolsets to manage portfolios, they must ensure that their customers continue to trust them. Leveraging technology in wealth management is a delicate balance.
Navigating the AI Revolution in Wealth Advising Read More »
Wealth advising in times of market volatility is an art, one that requires a balance of personal wisdom and decades of data. Market volatility can stir a lot of anxiety..
Democratizing Investing with Robo-Advisors: Navigating Market Volatility Read More »
Financial advisors need to maintain relationships with their customers and provide them with constant value. Customers want to know that advisors are hustling for their business and investments. With the nonstop stream of news, advisors can expect their customers to be attentive..
The Power of Real-Time Data for Wealth Managers Read More »
Robo-advisors are an incredible fintech resource, but their use must be balanced with a human touch. The robust data processing provided by robo-advisors paired with human expertise provides clients with a holistic advisory experience.
Striking the balance: Robo-advisors vs. Human advisors Read More »
Millennials and Gen Z expect digital experiences to help them run their lives and meet their goals. More enticing than being wined and dined are instant message replies or personalized notes that contain actionable advice.
Millennials, Gen Z, and the Future of Wealth and Finance: Qdeck’s Vision Read More »
Open AI’s release of ChatGPT brought “generative AI” to the forefront of our minds. GPT stands for Generative Pre-Training Transformers. Generative AI is artificial intelligence that produces content, text, audio, visual, and synthetic data. The data is high quality and mimics human thought processes and capabilities in a matter of seconds.
Generative AI in Finance: Qdeck’s Approach Read More »
A $10 trillion generational wealth transfer is predicted for 2025, and it will change the wealth management industry as a whole. Not only is wealth shifting, but expectations around the wealth management experience are changing, too.
The Evolution of Wealth Management Read More »
With the older generations expected to pass on a whopping $60 trillion to their offspring in the next two decades, a generational wealth transfer is underway..
Rising inflation is costly for consumers and the economy since it raises the prices of goods and services, ultimately lowering the currency’s purchasing power..
The Value of Commodities in a Classic Stock-and-Bond Portfolio Read More »
Technology has become integral in the modern registered investment advisor (RIA) industry. The industry is evolving with new competition and ever-growing challenges..
The Importance of Adopting the Right Digital Framework for Financial Advisors Read More »
