senior vice president, advisor and investment solutions, SunGard’s wealth management business
Contributor: Sean Cunniff
Benjamin Franklin once said, “It takes many good deeds to build a good reputation, and only one bad one to lose it.” Many financial institutions vary greatly in investment advice depending on how a client engages with them, a process that can create service inconsistencies and reputation problems. Here are some examples:... read more
senior vice president, advisor and investment solutions, SunGard’s wealth management business
Contributor: Sean Cunniff
Historically, the financial planning and advice industry focuses on advisor-centric offerings targeted at higher net-worth clients. The delivery has varied across many types of firms, but the essential program has remained the same — a very skilled (and highly compensated) advisor, serving a small number of relatively wealthy clients. The most prevalent model consists of the advisor having a series of face-to-face meetings with the client to gather information about goals and objectives, assets and liabilities. The advisor then formulates a financial and/or investment plan and again meets face-to-face with the client to deliver the plan.... read more
Contributor: Mark Gialo
The success of any firm’s wealth management business depends in large part on the capabilities of the technology that is employed. When evaluating your wealth management technology or evaluating a vendor offering, consider these critical needs:... read more
senior vice president, advisor and investment solutions, SunGard’s wealth management business
Contributor: Sean Cunniff
Historically, the financial planning and advice industry focuses on advisor-centric offerings targeted at higher net-worth clients. The delivery has varied across many types of firms, but the essential program has remained the same — a very skilled (and highly compensated) advisor, serving a small number of relatively wealthy clients. The most prevalent model consists of the advisor having a series of face-to-face meetings with the client to gather information about goals and objectives, assets and liabilities. The advisor then formulates a financial and/or investment plan and again meets face-to-face with the client to deliver the plan.... read more
Contributor: Jennifer Valdez
Last week, I had the opportunity to attend and present at the Financial Planning Association’s (FPA) Major Firms Symposium in San Diego, CA. So much has changed in the financial planning space since last year’s symposium that I thought I would share a few key observations and conference highlights that stood out to me.... read more
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