Insights to level up your practice
How Proposals Help Meridian Credit Union Deliver on Its New Corporate StrategyMeridian Credit Union is dedicated to delivering an exceptional experience for both its advisors and its Members. When a new corporate strategy, “Meridian for Good,” was set to launch in the spring of 2023, the team wanted to find a technology partner that could live up to its refined commitments and vision to be an inclusive, transparent, and people-focused financial partner.Read more
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5 Top Reasons Clients Leave AdvisorsA recently released survey by CapIntel, a B2B fintech, sheds light on what investors value most in their relationships with financial advisors. It also underscores what can lead to dissatisfaction and prompt them to change advisors.
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'Sell in May and go away'? Wealth advisors say, maybe notThe old Wall Street adage, "Sell in May and go away" may sound trite, but the numbers say it’s also, to some extent, true. If that’s the case, why don’t more financial advisors use it as an investment strategy?
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Why do clients leave their advisors (and what can you do about it)?In an increasingly competitive wealth advisory market, losing a client is a blow. But why do clients leave and how can you do more to stop them? WP has been speaking with Marcus Maloney, solutions consultant at CapIntel to discover more about the tactics that advisors can use to reduce attrition, based on the firm’s recent research.
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From Clunky to Confident: Why RIAs Are Rethinking Proposal Generation Tools in 2025James Rockwood, founder and CEO of CapIntel, discusses how trust outranks performance in client retention for financial advisors. He describes how technology can enable a personalized approach to proposals which builds stronger client relationships. CapIntel is approaching 20,000 advisors globally with strong business growth metrics.
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From Boomers To Millennials: What Investors Want From Advisors In 2025Survey Results Defy Boomer Stereotypes About Digital Communication, Point To Personalization, Accuracy, Trust And Referrals As Key
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Your Take: Beyond Portfolio ManagementJames Rockwood, Founder and CEO of CapIntel, uses technology and education to elevate investor experiences.
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Survey: Investors Value Trust in Advisors More Than Performance Investors who work with financial advisors value trust more than any other consideration in those relationships, according to a new survey from CapIntel, a B2B fintech company. In a survey of 1,000 investors, a large majority (72%) said the top quality they look for in an advisor is “someone I can trust.”
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Meet the 2024 Luminaries WinnersThe Luminaries Awards showcase excellence in financial services and spotlight innovative contributions from both firms and individuals. From a large group of nominations, 85 winners were selected from 242 finalist organizations for the fourth annual program.
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The Word on WealthTech for November 2024F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.
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Lesser-Known Wealthtech Features That Advisors Can LeverageAlthough most financial advisors utilize a tech stack for various functions, many wealthtech capabilities go unnoticed, either because they are not the primary service of a tech provider or because advisors are generally unaware of how a feature works.
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September is historically a scary month for stocks. Why not "market time" it?September seasonality is once again weighing on stocks. Advisors discuss how they handle the market's trickiest month.
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