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Two years later, financial services firms still searching for balance on remote work
Some of the biggest brands in wealth management are trying to figure out what normal looks like, and how and whether it makes sense to bring employees back to the office.
Messaging apps take on Wall Street
The latest apps like WhatsApp and emailing platforms like Gmail are beginning to play an oversized role in adviser communications, a trend that could increase as more clients choose to communicate via their smartphones.
Advisers to focus on staying home in 2022
Advisers like the autonomy of working from home and don’t want to have to go back to the office and wear a suit again.
Financial planning in the new normal
As the world returns to a more public way of life, it's an ideal time for advisers to check with clients whether their financial house is in order.
JPMorgan reopens offices across the U.S.
Its plan to bring employees back to the office will probably be watched closely by major financial firms, which may adjust their plans depending on how it goes.
Beyond adoption: Wealthtech finally eyes innovation
Wealthtech has finally graduated from forcing adoption to focusing on innovative ways to bring financial advice into users' pockets.
SPACs are the investment darling of the pandemic
Special purpose acquisition companies, or SPACs, have been all the rage for the past 12 months, but will the fever outlast the pandemic?
RIAs are warming up to remote work
Financial advisers are embracing a more virtual form of communicating with clients and colleagues to the point where most don’t expect to ever go back to sitting behind a desk in a traditional office.
Remote compliance mostly meets the challenge of working from home
But a stock market reaching record highs may be masking shortfalls, and a recent survey says firms aren't supervising conferencing platforms.
The new normal for RPAs post-pandemic
In the wake of the pandemic, RPAs will need a fully integrated technology stack to leverage the convergence of wealth, retirement and benefits at the workplace.
Moving past the pandemic
The financial services industry relied on technology and innovation to adapt and keep business running throughout the pandemic, and should continue to embrace much of what was learned.
Face-to-face fades away
The shift to virtual may have been messy, but new ways of working and communicating have become the norm
