Digital Strategies, Exercises, Management and Taxes

Reinventing the client advisor interaction model is the future of wealth management

Insights on Business

MAY 3, 2019

As the rise of digitalization continues to transform wealth management, and firms attempt to keep pace, the ways in which financial advisors and clients interact are evolving as well. The industry is shifting to a digitally-enabled, holistic advice model , where clients are seeking advice on a variety of topics.

Management

Management Data Meeting Branding

Is Small Business Lending Facing a ‘Moment of Reckoning?’

Gonzobanker

MAY 31, 2019

Institutions are “spreading” financial statements for electronically provided tax returns or financial statements. Small business loans are sometimes underwritten to include financial covenants, require periodic financial statements vs. “exception managing,” and they are not consistently priced relative to their risk.

Lending

Lending Community Bank Community Data

Community Banking Brief

Reinventing the client advisor interaction model is the future of wealth management

Is Small Business Lending Facing a ‘Moment of Reckoning?’

Webinars

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