By Sherrie Haynie | April 8, 2021 2020 is now behind us, but we may feel its effects for a long time. Of particular note is how the shift toward remote work (not to mention the lockdowns) may have changed the workplace dynamics that have traditionally existed between those who prefer introversion and those who… View Article
MSR & Clients in the News
By Paroma Sen | March 12, 2021 Kaycee Lai, CEO and founder of Promethium joins us for a quick chat to share a few thoughts on the impact of data analytics to solve key business and remote work problems while also talking about the company’s latest product release: ______ Tell us a little about yourself Kaycee…we’d… View Article
By Christopher Robbins | March 19, 2021 Natalie Wolfsen finds herself at the nexus of change. After Charles Goldman stepped down as CEO of Concord, Calif.-based AssetMark Financial Holdings on Feb. 23, its board of directors named Wolfsen to take his place. Less than a week later, AssetMark, whose core business is as a turnkey… View Article
March 22, 2021 The pandemic has taken a toll on many businesses, but it’s also had a significant impact on professional women. While there is still a lot of debate surrounding women’s role in business, one would think that moving to a less centralized working situation would benefit them. However, the opposite seems to be… View Article
By Nicole Casperson | March 10, 2021 Wealthtechs are rolling out tools designed for advisers to build customized tech stacks, with the ultimate goal of freeing up advisers’ time to focus on financial planning as the new business model for growth. In a world where Amazon and Instagram know what consumers want before they do, advisers… View Article
By Kaycee Lai | March 8, 2021 Data catalogs are a necessary step in the journey toward maximizing benefit from data in today’s distributed systems. However, when it comes to answering business questions with data, the ability to identify data sources that may be dispersed across diverse systems like Hadoop, SQL Server and Snowflake can… View Article
By Matt Matrisian | March 3, 2021 The holidays may be over, but there’s never a bad time to send clients something thoughtful to let them know you’re thinking of them. In fact, it’s something you should be doing on an ongoing basis to continue reminding clients that they’re always top of mind. These gestures… View Article
February 23, 2021 At the speed with which market conditions are changing the need to make data-driven decisions in real time has never been more critical for every business. Promethium‘s insights acceleration solution uses search and AI to help employees at all levels, from business users to C Level Executives, always be ready to answer… View Article
By Ross Snel | March 1, 2021 AssetMark is acquiring Voyant in a deal that will bolster the financial planning services AssetMark can offer to financial advisors who use its technology platform. The transaction will also allow AssetMark to apply its resources to growing Voyant’s U.S. customer base. Publicly traded AssetMark will pay a total of… View Article
By Candice Georgiadis | January 23, 2021 Thank you so much for joining us in this interview series! Our readers would love to “get to know you” better. Can you share your “backstory” with us? While I was born in the United States, my mother is from Korea, and I spent the majority of my early life… View Article