While the utilization of specialized technology for financial advisement is now considered essential, it’s not merely about adapting, but taking advantage of the tangible benefits that are offered.
-- Technology develops fast, and this benefits most industries, including the financial sector. Well-known economic advisor and philanthropist Anthony Joseph Amaradio unveils the ways FinTech can benefit wealth management, while it improves processes and results on both ends. By effectively combining new innovations with their own judgment, advisors can promote greater transparency in managing clients’ investments while supporting stronger long-term performance of the assets under their care.
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 these emerging technologies should be embraced by financial professionals for several reasons, one of which is the survival of the industry itself. “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’s 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.”
While the utilization of specialized technology for financial advisement is now considered essential, it’s not merely about adapting, but taking advantage of the tangible benefits that are 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 to produce a more precise analysis of trends relating to their investment patterns, which ensures a more calculated approach regarding decisions and actions involving the client’s assets. This aspect translates into a more precise tracking of investment performance as well, with improved accuracy regarding 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 call. 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 own schedules using online portals and collaborative tools provides them with improved transparency and offers more appeal to younger investors who are used to having on-demand access to their finances.
Anthony Joseph Amaradio is a 40-something veteran of the financial services industry, providing what he has coined as "best in class" service to a diverse range of clients. Graduating with an MBA in both Finance and Taxation, Amaradio's expertise and discernment were retained by a prominent Fortune 500 company. After receiving numerous accolades in the financial services industry, he moved on to establish his own firm. Today, Anthony Joseph Amaradio is the founder and chief strategist for both 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 several nonprofit organizations, and have co-authored a revolutionary book titled "Faithful With Much - Breaking Down The Barriers To Generous Giving".
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