Chris GogolA Regulation Revolution In Wealth ManagementBy adopting a hybrid approach to regulation in wealth management you can build a comprehensive forward-looking compliance strategyMay 8, 2019May 8, 2019
Chris GogolThe Smartest Way to Consolidate Portfolios from Custodian BanksA technology-driven trend in wealth management is rapidly transforming an industry that usually is more known for conservatism and risk…Apr 16, 2019Apr 16, 2019
Chris GogolAutomation: The Key to Wealth Management in the Data AgeThe client management in the information age becomes more demanding and challenging without proper IT tool to support it.Apr 9, 2019Apr 9, 2019
Chris GogolDigital Client Portal: The Wealth Manager’s Key to HNWI LoyaltyDigital Client Portal is a great way for wealth managers to speed up communication with their HNW clients and optimize workflow.Apr 3, 2019Apr 3, 2019