My friends and former colleagues at U.S. Bank’s Ascent Private Capital Management recently won “Best Newcomer- Private Wealth Manager” and was highly commended for “Best Multi-Family Office- Client Service- Over $2.5 Billion” in the 2013 Private Asset Management (PAM) Awards in New York. Congratulations to the entire team! ___________________________ Separately, Fast Company listed “The World’s Top […]
Bank Innovation
FinovateEurope 2013 Best of Show Winners
By Jim Bruene on February 13, 2013 4:24 PM Our third FinovateEurope wrapped up a few hours ago. At the end of each of the two jam-packed days, the London audience voted for their favorite three demos. The top eight overall were named Best of Show (see notes). The winners (in alphabetic order): Credit-Agricole for its app store where it is […]
So God Made an Entrepreneur
And on the eighth day, God looked down on his planned paradise and said I need someone with a vision- So God made an Entrepreneur… God said I need somebody willing to get up before dawn, sketch ideas on a whiteboard, work all day in a coffee shop because she can’t afford to rent an […]
Wealth Management Innovation: Finovate Europe Preview
My friends from Finovate are taking the show back to London February 12 & 13, this time extended to two days to fit in 64 innovative companies. Here are a few sneak previews of companies I will be watching relevant in the wealth management, PFM and investing space. (via post show videos, though I will again be there […]
Technology in Wealth Management: Opportunity or Threat?
(This is an excerpt from an article I wrote for the William Mills Agency’s 2013 Bankers as Buyers report. Click here to download the entire article, plus 40 more pages of “research, observations and articles about what technology solutions and services U.S. bankers will buy in 2013 and the changing financial industry landscape.”) Technology Challenges in […]
Social Media Explained… Through Donuts?
I continue to get questions on which social media channels are most effective for what purposes. No wonder, considering the growing complexity. Thankfully, there is a very simple explanation, which I will be using from now on: You’re welcome.
Top 10 Best Banking Blogs
(Via The Financial Brand) Congratulations to all of the winners in The Financial Brand’s Best Banking Blog poll. I am honored to count several of the winners amongst my friends. It is a group of smart, kind and funny people– what more could you want? 1. JD Power & Associates Banking Blog – @JDPowerBanking 2. Snarketing […]
Five Shifts that Define the New Era for Wealth Management
Five massive foundational shifts are impacting financial service providers of all types, and they are impacting those that serve affluent clients in especially unique ways. Many of the strategies, skills and behaviors that enabled success in the past are now at best ineffective, and completely irrelevant in some cases. Advisors and firms serving affluent clients must adapt […]