It's simple: "technology in our [ #wealthmanagement ] industry has moved from being a 'tool' to a 'solution' and is now all about the 'experience'" buff.ly/35OlI00 by Tricia Haskins via ThinkAdvisor #wealthtech #fintech

One thing is clear: #wealthmanagers must utilize #wealthtech tools if they hope to succeed in the impending #digital age buff.ly/39VIl5M by Altcoin Audrey #roboadvisor #financialadvisor #fintech #millenials #genx #boomers

#Mutualfunds are under attack on all fronts - can they survive? buff.ly/2uDYUmF by Diana Britton #financialadvisor #wealthmanagement #finserv #wealthtech #ETF

Why larger #financialadvisor firms are maneuvering from highly affluent clients to smaller ones in the "millionaire sweet spot" buff.ly/3080GIr by MichaelKitces #wealthmanagement #HNW #RIA

"The #digitized ecosystem will be 2020’s most significant disruptor. And if I were to place one #technology at the center of this...ecosystem, it would be #AI." - Jim Roth #Wealthtech Trends to Watch in 2020 buff.ly/35LkPoG via Xtiva #wealthtech2020

Thanks to new SEC rules, we might be seeing a new era of #financialadvisor marketing in the future. From endorsements to reviews, Barron's argues change might be near: barrons.com/articles/for-f… #financialadvisormarketing

"There is a global realignment towards a new model of #investing. Women, #millennials and #GenY are finding it easiest to adapt to change and #technology is their best friend." - Barbara Stewart, CFA #Wealthtech Trends to Watch in 2020 buff.ly/2RKuubm via Xtiva #wealthtech2020

With 35% of Americans doing some form of freelancing today, the #gigeconomy might be coming for larger wealth management firms and financial advisors. How can the financial industry adjust and adapt? nytimes.com/2020/01/10/opi…

With already $980 million in assets managed by #roboadvisors, how can #financialadvisors stand out? This could either be the great reckoning or a partnership opportunity. Read more on HackerNoon | Learn Any Technology hackernoon.com/how-robo-advis…

How have our #WealthTech 2020 trends shifted in light of the current #pandemic? On our blog, we revisit how these trends stand up in today's changing world. How can the wealth industry adapt amidst the Great Disruption? xtiva.com/blog/financial…

We're proud to announce our $10 million in financing led by Recurring Capital Partners! We plan to invest in product capabilities to advance the customer experience and scale growth. Our team is excited to see what the future brings! prweb.com/releases/xtiva… #WealthManagement

Merrimack Women's Lacrosse freshman sophie scearbo does what she does best and breaks out some moves. The Algonquin Girls’ Lacrosse alum dominated the field for ARHS Athletics and is keeping her energy up at D1 Merrimack. Check out my story on her coming today for Daily News Sports @THawkTweets

Smile, dance & sing: Former Algonquin lax standout Sophie Scearbo does it all at Merrimack College metrowestdailynews.com/sports/2020062…

As a wealth management firm, your data strategy is no longer an adjunct to your business strategy. Rather, it is now core to it. #wealthmanagement #icm #spm #data xtiva.com/blog/sales-per…

Welcome to the Xtiva family, AE Financial! lnkd.in/ezpBxnj

The Fighting Seabee’s “Can Do” motto is alive at Quonset. Let’s build on this legacy of success by voting “Yes” on Question 7. Quonset7.com

Scearbo with a hat trick gives the Warriors the lead! #GoMack

Will Levine of Endicott Men's Lax has beaten cancer — twice. On Tuesday night, he got back on the field for the first time in four years in the Gulls' win. JSantoliquito on Will's journey: insidelacrosse.com/article/-i-bea…

Merrimack College Heavily Included in NEC Spring Academic and Commissioner's Honor Rolls bit.ly/3zHEQz1

WLAX: Merrimack Women's Lacrosse Takes Down Fairleigh Dickinson on Senior Day merrimackathletics.com/news/2023/4/22…