Menu

News Room

Latest News and Press Coverage of Trilogy Financial:

Fintek News May 13, 2018 FintekNews is pleased to publish the third in our new series – #FintechSavvy.  The series has a two-fold purpose:  1) To feature ADVISORS who are successfully using financial technology in their practices and profiting from it, and 2) To feature FINTECHS who are helping advisors…

  • InvestmentNews Apr 10, 2018 Sometimes a cliché is best captured in a picture. On my colleague's phone was a black Bentley, chrome logo glistening in the sun. The car belonged to one of his most successful clients, but it wasn't the presumptive price tag that was jarring. The custom license plate read, "NVSTWME," surrounded by a frame stating, "My other car is a yacht." Photographic evidence of people's worst assumptions about financial advisers: extreme affluence, simplistic value proposition, garnished with a touch of hubris. Truth is, the majority of people in financial services do not carry themselves with… https://www.investmentnews.com/article/20180410/BLOG09/180419987/financial-advisers-empathy-gap

  • Financial Advisor APRIL 6, 2018 We need them to abandon the machine work that has become such a distraction. Oftentimes, smart advisors use less than superior tools to do their darndest to serve their clients and in the meantime have lost human connection. It is time to alter our expectations of financial advisors. We primarily need to expect them to act in human, not machine ways, and in doing so more than earn their fee. What are the human things great advisors do? 1. They pay attention. No computer can look a client in the eye and let them know that their most…

  • ThinkAdvisor April 18, 2018 RIA Kestra Private Wealth says it has added a group with two advisors from Merrill Lynch: True Alpha Wealth Management of Sandusky, Ohio, is led by Brian C. Duttera and Elizabeth Skrinak, CFP. Duttera was with Merrill Lynch for the past 30 years, while Skrinak worked for the wirehouse for the past 13 years. “We chose Kestra PWS because of its easily adaptable platform, cutting-edge technological capabilities, integrated CRM tools and most importantly – the team’s commitment to helping us serve our clients and grow our business,” said Duttera, in a statement. “We’re thrilled, energized, and very happy with the…

  • Wealth Management May 14, 2018 The digitization of financial services is upon us and with it comes an opportunity to grow—not just in our use of technology, but also in the way we serve clients. In this age of hybrid financial advice, where clients wish to experience the same autonomy they have on Amazon with the customized advice they get from their therapist, we have a lot of growing to do in the industry to meet these demands. Innovation is the key and technology is just a piece of the puzzle. https://www.wealthmanagement.com/technology/six-signs-your-financial-services-firm-may-be-anti-innovation



1  2  3  4  5  6  7  8  9  10  11  12  13  14  15  16  17  18  19  20  

Search

Blog Archive

December

November

October

September

August

July

June

May

April

March

February

January

December

November

October

September

August

July

June

May

April

March

February

January

Follow Us on the Web

Go to top