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wealth management 3.0

Bank Innovation Panel: New Product Strategies

March 12, 2013 by JP Nicols

On Monday March 18 I will be moderating a panel on New Product Strategies & Possibilities at the Bank Innovation 2013 conference in San Francisco. The panel will discuss best practices to promote innovation in product management from a variety of perspectives from within and without the banking industry. That’s a topic I have been spending quite […]

Filed Under: Bank Innovation Tagged With: bank innovation, future of wealth management, wealth management 3.0

Clients Do Not Want Help. Until They Do.

November 27, 2012 by JP Nicols

(This was originally published as a guest post for my friends at the management consulting and strategic communications firm Beyond the Arc: Understanding how customers really want help.) On the same day I published a post about the sometimes disappointing allure of technology (Technology is Not a Silver Bullet), the always insightful Discerning Technologist Brad […]

Filed Under: Practice Management, Wealth Management Advice Tagged With: Antonio Scopelliti, Business, David Ogilvy, Finance, Financial institution, Financial services, fintech, Harvard Business School, LinkedIn, Retail banking, Ron Shevlin, Snarketing 2.0, wealth management, wealth management 3.0

Five Shifts that Define the New Era for Wealth Management

November 6, 2012 by JP Nicols

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 […]

Filed Under: Bank Innovation, Leadership, Practice Management Tagged With: bank innovation, wealth management, wealth management 3.0

Finovate Fall 2012 Best of Show Winners

September 17, 2012 by JP Nicols

Another Finovate conference is in the books. The Best of Show winners included MoneyDesktop, one of the companies on my watch list for accelerating the convergence of high tech and high touch, and one that should have been on my list, but had eluded my foresight (Learnvest). New York welcomed the Finovate road show to town with weather was […]

Filed Under: Bank Innovation, FinTech Tagged With: BetaMax, eToro, Finovate, iPad, Jacob K. Javits Convention Center, LearnVest, LendingTree, New York City, wealth management 3.0

When the Affluent Become the Unbanked

September 12, 2012 by JP Nicols

Concern about those who have been left behind in receiving financial services (“the unbanked” and “the underbanked” ) have been popular topics of conversation amongst bankers and regulators over the past few years. An important thread of these conversations has been the fact that in many cases, it is the customers who are leaving the […]

Filed Under: Practice Management Tagged With: Bank, Banking Services, Banks and Institutions, Financial services, overbanked, Unbanked, Underbanked, wealth management 3.0

Why More Experienced CEOs Will Stay At the Forefront of Tech Innovation

September 5, 2012 by JP Nicols

This is as encouraging to me personally (“the average age of founders of technology companies is a surprisingly high 39 – with twice as many over-50 executives as those under 29 years old.)”, as it is generally (“The United States might be on the cusp of an entrepreneurship boom—not in spite of an aging population […]

Filed Under: Bank Innovation, FinTech, Leadership, Miscellany Tagged With: Entrepreneur, innovation, wealth management, wealth management 3.0

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 2 of 3)

July 17, 2012 by JP Nicols

Last week in Wealth Management 1.0, we explored the origins of the wealth management business in America. As in that post, I will again disclaim any notion of deep academic research and thorough economic analysis in favor of getting to the point. The most important formula in banking used to be the 3-6-3 rule. Bankers brought in […]

Filed Under: Leadership, Practice Management, Wealth Management Advice Tagged With: wealth management, wealth management 3.0, wealth management leadership

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