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Private bank

Wealthfront rolls out yet another tool for the newly Valley rich

October 15, 2012 by JP Nicols

Another interesting example of disruption in the wealth management business. Related articles The Convergence of High Tech and High Touch in Wealth Management (jpnicols.com)

Filed Under: Bank Innovation, FinTech Tagged With: Finovate, Private bank

TechSpeak to English Dictionary

September 12, 2012 by JP Nicols

I am excited to spend the next two days peering into the future of FinTech as I watch and hear 60 companies demo their wares at Finovate. This TechSpeak to English Dictionary from Francisco Dao may be helpful for some attendees (and some presenters). Enjoy… PandoDaily: The TechSpeak to English Dictionary Related articles FinovateFall Kicks […]

Filed Under: Bank Innovation, FinTech, Miscellany Tagged With: Finovate, Private bank, TechSpeak

The Convergence of High Tech and High Touch in Wealth Management

September 5, 2012 by JP Nicols

I wrote a piece for the popular fintech blog netbanker yesterday on how high tech and high touch are converging in wealth management, and what I will be watching for in that convergence zone next week at Finovate Fall 2012 in New York. In the article, I mentioned that most of the notable traction to date has […]

Filed Under: Bank Innovation, FinTech, Practice Management, Wealth Management Advice Tagged With: Bank, Dwolla, Financial services, KPMG, New York, PayPal, Private bank

Wealth Management 3.0 Is Here– Are You Ready? (Part 3 of 3)

July 23, 2012 by JP Nicols

Over the past couple of posts we took a fairly irreverent whirlwind tour through the last 150+ years of those financial services oriented specifically towards helping successful families grow, protect and share their wealth– the very essence of wealth management. [See Wealth Management 1.0 (1853-1982) and Wealth Management 2.0 (1982-2008)] Today we will bring this […]

Filed Under: Leadership, Practice Management, Wealth Management Advice Tagged With: advisor 3.0, Goldman Sachs, Merrill Lynch, Morgan Stanley, Peter Venkman, Private bank, Washington Mutual, wealth management 3.0

Wealth Management 3.0 Is Here– Are You Ready? (Part 1 of 3)

July 12, 2012 by JP Nicols

Most banks today have wealth management clients with an average age somewhere between 70 and dead (no offense, Mom). Their books of business were largely built in bygone eras, from fortunes made in companies and industries that no longer exist. These clients (and many of their advisors) are really not sure about this whole “interweb” […]

Filed Under: Leadership, Practice Management, Wealth Management Advice Tagged With: advisor 3.0, Financial services, Investing, Private bank, Wall Street Crash of 1929, wealth management, wealth management 3.0

The Valley of Despair and the Exodus of Talent

June 19, 2012 by JP Nicols

In my June 14 post Banker Jones and the Last Crusade: Is Wealth Management the New Holy Grail? I examined the current trend of banks seeking greener post-Dodd Frank pastures by pursuing new wealth management initiatives. In Ocean’s 14, I’m sure they’ll call this running a reverse Willie Sutton. Sutton, of course, was the man who robbed […]

Filed Under: Leadership, Practice Management Tagged With: Financial services, Hype cycle, Private bank, talent management, War for Talent

Banker Jones and the Last Crusade: Is Wealth Management the New Holy Grail?

June 14, 2012 by JP Nicols

In my June 6 post 9 of 10 Banks Are Mulling an Overhaul I linked to the American Banker article that cited the findings from a KPMG study that also said: “Forty percent of the respondents said that asset and wealth management would be essential to expand revenue over the next few years.” But another […]

Filed Under: Leadership, Practice Management, Wealth Management Advice Tagged With: American Banker, Business, Financial Planning, Financial services, Holy Grail, Indiana Jones, KPMG, Net worth, New York, Private bank, wealth management, wealth management leadership

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