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Building on Digital Transformation - Integrating, Scaling, and Streamlining Wealth Management for the Future

Building on Digital Transformation - Integrating, Scaling, and Streamlining Wealth Management for the Future

This session builds upon the previous webinar's exploration of digital transformation in wealth management. It delves into the convergence of wealth/asset management with banking, insurance, and planning, focusing on hybrid digital solutions and emerging technologies. Topics include integrating traditional and digital practices, scaling advisor impact (fractional investing, platform services), streamlining operations, the future of financial planning (AI), and meeting evolving client expectations. Provides a roadmap for implementing digital strategies and capitalizing on emerging trends.

Long vs. Short Pages

Q: Which is better – long scrolling pages, or short pages that don’t scroll?

Minding the Sharp Edges: UX Considerations with Graph Data Part 1: Challenges & Opportunities

This year at the Data Day 2017 conference in Austin,TX, keynote speaker Emil Eifrem declared 2017 the Year of Graph. Graph data storage...

Testing When the Network Is Down

Today I had the lovely experience of being told “the network to the cluster is down” while I was writing some code that was supposed to...