By integrating cutting-edge innovations with professional expertise, advisors can enhance transparency in managing client investments while driving stronger long-term performance for managed assets.
-- Advancements in technology continue to deliver unique benefits across various industries, including finance, where they have revolutionized wealth management. Esteemed economic advisor and philanthropist Anthony Joseph Amaradio highlights the transformative impact of FinTech on the sector, improving processes and outcomes for both advisors and clients. By integrating cutting-edge innovations with professional expertise, advisors can enhance transparency in managing client investments while driving stronger long-term performance for managed assets.
With the rapid integration of new platforms and the use of artificial intelligence well underway, the wealth management industry is at an important crossroads. Anthony Joseph Amaradio points out that new technologies should be adopted by finance professionals for several reasons, like the industry's survival. “Technology is do-or-die for financial advisors,” writes Forbes contributor David Miller. “It is disrupting virtually every area of traditional wealth management, from the back office to client engagement and portfolio management — It is no longer a choice.” He continues, “Advisors will need to find the most effective ways to meet the needs of tomorrow’s tech-enabled consumer.”
Using specialized technology for financial advisement is now considered essential, it’s not merely about adapting but taking advantage of the tangible benefits offered. A primary example is the more efficient gathering of relevant and complex data, reducing the time needed to obtain and manage data about clients and their unique needs. This information can also help produce a more precise analysis of trends relating to their investment patterns, ensuring a more calculated approach to decisions and actions involving the client’s assets. This aspect translates into a more precise tracking of investment performance with improved accuracy regarding the market predictions that could potentially impact them.
FinTech developments have also cultivated new methods of communication with investors and their advisors, moving dialogue outside of the office or occasional phone calls. This is a major convenience for those who may not always have extra time for regular meetings and also offers ways for correspondence to be more efficient and direct. Additionally, the ability for clients to review information on their schedules using online portals and collaborative tools provides them with an improved level of transparency and more appeal to younger investors who are used to having on-demand access to their finances.
Anthony Joseph Amaradio is a 40-year veteran of the financial services industry, providing what he has coined as "best in class" service to a diverse range of clients. After graduating with an MBA in Finance and Taxation, Amaradio's expertise and discernment were retained by a prominent Fortune 500 company. After receiving numerous accolades in the financial industry, he moved on to establish his firm. Today, Anthony Joseph Amaradio is the founder and chief strategist for Select Portfolio Management Inc. and Select Money Management Inc. and is known for his radio talk show "Market Talk". Together with his wife, Carin, they contribute to some nonprofit organizations, and have co-authored a revolutionary book titled "Faithful With Much - Breaking Down The Barriers To Generous Giving".
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