This Time it is Different – The Technology Wakeup Call for Advisors

Recently, the team at benjamin took a deep dive into the latest trends and developments in the wealth management space.  What we found is that many long-term trends and changes have become accelerated not only by the pandemic, but also by leaps in technology and overall innovation in how advisory firms are operating.  In order […]

Advisor’s Perspective: BuSS

“The advance of technology is based on making it fit in so that you don’t really even notice it, so it’s part of everyday life. — Bill Gates.   Sometimes, as Registered Investment Advisors (RIAs), I think we reflexive cringe when we talk about upping the tech we use in our profession. After all, we […]

2 Things Wealth Management Firms Can Do to Enhance Communication

couple talking with wealth management firms

As busy as firms and individual advisors may be, communication should never take the backburner. During a time in which clients are expecting transparency, value, and quick communication more than ever, it’s imperative that wealth management firms review their current processes and operations to ensure there are no blind spots or gaps in the way […]

TD-Schwab Merger Lessons

TD Schwab Merger

Later this year, discount brokerage behemoth Charles Schwab is expected to consummate a $236-billion-dollar acquisition of rival giant TD Ameritrade. As with any transformative change, the November announcement of this TD-Schwab merger prompted the full-range reactions, including an anti-trust suit filed by an RIA concerned about reduced competition and innovation in the sector. While this […]