The Blog

Admittingly, I was a bit intimidated when Matt invited me to join the leadership team here at benjamin, a wealth tech company. After all, I had spent

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

“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.

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,

What is currently in your technology tool belt? For many advisors, utilizing multiple technologies is as ingrained in their brains and knowing how to walk.

A healthy relationship is mutually beneficial for clients and advisors. However, these connections don’t develop overnight. It takes time, resources, and frequent interaction for client-advisor

Advisors, just like anything else in life, go through evolutions to meet the ever-changing demand of consumers. Just ten years ago, the industry looked a

Any advisor can attest to the fact that more often than not, it feels like 24 hours is just not enough time in the day

Over the last few years, we’ve seen new technologies emerge in the wealth management industry that have begun altering the way we operate for the

Not so long ago, fintech was considered cutting edge. Financial advisory firms that deployed technology to boost their operational efficiency were considered innovators and trailblazers.

The financial advisory profession is all about relationships, connections and trust. In challenging times like these, advisors must prioritize regular personal contact with their clients,

Technology is changing the way we serve and provide value to our clients. This isn’t to say that technology is here to replace the human

In the financial and wealth management spaces, a proactive over reactive mentality is vital to maintaining healthy portfolios. With the market being predictable yet unpredictable

During times of uncertainty, it’s more important than ever to put an emphasis on building client relationships. However, with a hefty influx of emails, phone

The current COVID-19 pandemic is a multi-layered crisis. First and foremost, it poses a potential devasting health risk to our nation. But the social and

When we talk about return on investment (ROI), we think about dollar signs. But as advisors, we need to keep in mind that our dollar

When we talk about the future of finance, the advisory sphere, and everything wealth management, one word, in particular, has taken the limelight over the

It’s safe to say that financial advisor marketing efforts are one of the most important tasks to scaling our businesses and growing our income, but

Looking to dip your toes in the wide world of FinTech, but aren’t sure exactly where to begin, or which software you should be utilizing?

With 2020 now in full swing, it’s safe to say that we’re starting to feel the beginning of what may be a new era in

As advisors, establishing and maintaining strong client relationships is vital to the financial health and longevity of our businesses. For many of us who own

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,

Asset allocation is one of the most important parts of being an advisor not only because big portfolio returns equal big revenue, but because it

Fee compression has become a hot topic in the advisory world over the last few years. With clients pushing for added value, and advisors pushing

While we focus so heavily on helping our clients achieve their long-term financial goals every day, we tend to put our own business goals on

Coming off of our time at the Schwab IMPACT 2019 Conference and reflecting on the insights and advancement of the industry that we’ve seen over

We know that strong client relationships are the backbone of our business. But what many of us don’t realize, is that fostering a positive relationship

The idea of adopting artificial intelligence (AI) in finance, specifically in the wealth management industry, has been overshadowed with this unsupported notion that AI will

Establishing and maintaining a strong client-advisor relationship is vital to the longevity of your business. However, with clients becoming accustomed to highly individualized and tech-oriented

With the rise of the digital age, changing consumer preferences, and the overall growth of the industry, we’re beginning to feel the pressures that come