EXCELSIOR CAPITAL PRESENTS

Revolutionizing Financial Advising through Technology

We are joined by Jason Van Thiel, the director of research for Helios – investment management, wealth management, and FinTech platform.
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Podcast: Revolutionizing Financial Advising through Technology

We are joined by Jason Van Thiel, the director of research for Helios – investment management, wealth management, and FinTech platform. We discuss how technology has changed the landscape for financial advisory, wealth management, and asset management in terms of how advisors work with their clients and their need to do more for them. We talk about the baby boomer retirement trend and the consolidation that it is causing within the industry.

Jason also gives insight into how advisors can be proactive in their communication with clients by leveraging technology and segmenting their books to deliver personalized communication. We then delve into Helios’ white-labeled back office solution that allows advisors to outsource asset management programs while continuing to own their asset management program. Jason shares his experience as a former employee of large household name firms and provides tips on how financial advisors can remain disciplined during this challenging market environment, such as using trend-following methods.

Tune in now to gain valuable insight into how technology is revolutionizing financial advising!

Key Highlights

[00:07 – 13:42] The Wealth Management Industry

  • Technology has enabled financial advisors to provide more services to their clients
  • Helios provides a white-labeled back office solution for advisors to focus on where they excel
  • Helios uses the term “insourced CIO” which is different from an outsourced CIO
  • Advisors need to pay attention to data points and give clients simple, cogent information 

[13:43 – 22:34] Being Relevant in an Ever-Changing Industry

  • Loosened barriers to spinning out with service providers and partners
  • Generational change and wealth transfer from baby boomers to millennials/Gen Z
  • Academic trends following research can guide risk positioning
  • Alternatives to the market such as fixed income, direct real estate, private credit, etc. becoming more attractive

 [22:35 – 31:35] Leveraging Technology to Democratize Investment Management

  • Democratization of investment management has made it easier for financial advisors to access different platforms
  • Financial advisors should increase communication and transparency with clients during times of uncertainty
  • Clients should be segmented and given personalized communications based on their preferences

 [31:36 – 33:42] Closing Segment

 

Additional Links:

LinkedIn: https://www.linkedin.com/in/jasonvanthiel/ 

Brian’s Linkedin: https://www.linkedin.com/in/brian-c-adams/

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