Article Archives - Page 5 of 5

Category: Article

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..

Article

September 29, 2023

Striking the balance: Robo-advisors vs. Human advisors

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.

Article

September 27, 2023

Millennials, Gen Z, and the Future of Wealth and Finance: Qdeck’s Vision

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.

Article

September 27, 2023

Generative AI in Finance: Qdeck’s Approach

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.

Article

September 21, 2023

The Evolution of Wealth Management

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.

Article

October 10, 2022

The Future of a Generational Wealth Transfer and How It Will Change the Investment Industry

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..

Article

October 10, 2022

The Value of Commodities in a Classic Stock-and-Bond Portfolio

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..

Article

October 10, 2022

The Importance of Adopting the Right Digital Framework for Financial Advisors

Technology has become integral in the modern registered investment advisor (RIA) industry. The industry is evolving with new competition and ever-growing challenges..

Article

March 2, 2022

Direct Indexing vs ETFs

Exchange-traded funds (ETFs) have emerged as a preferred form of investment for many investors, given the benefits they offer over mutual funds. However, direct indexing has also emerged as a viable alternative to ETFs.

Article

June 23, 2020

Finance Is Not Normal!

A discussion of Normal distributions, their role in finance, and the consequences of faulty Gaussian assumptions for two fundamental models.

Category: Article

The Power of Real-Time Data for Wealth Managers

Striking the balance: Robo-advisors vs. Human advisors

Millennials, Gen Z, and the Future of Wealth and Finance: Qdeck’s Vision

Generative AI in Finance: Qdeck’s Approach

The Evolution of Wealth Management

The Future of a Generational Wealth Transfer and How It Will Change the Investment Industry

The Value of Commodities in a Classic Stock-and-Bond Portfolio

The Importance of Adopting the Right Digital Framework for Financial Advisors

Direct Indexing vs ETFs

Finance Is Not Normal!

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