February 9, 2026 post Tax Planning Tipping Point: TaxStatus-Jump Integration Tax planning has emerged as one of the top trends reshaping wealth management. TaxStatus’ integration with Jump marks a watershed moment in this evolution. By bringing IRS-verified... William Trout Wealth Management William Trout |
February 2, 2026 post The Changing Face of Global Card Payments Contactless payments surge to $10.4 trillion as e-commerce and cross-border transactions reshape the global card payments landscape Daniel Dawson Market Data & Forecasting Daniel Dawson |
January 16, 2026 post Advisor as Customer vs. Advisor as Employee: Why Employment Models Are Losing the Wealth Management War When Morgan Stanley announced a 10% grid increase in late 2024, industry observers praised the decision as evidence that wirehouses had finally recognized the compensation... William Trout Wealth Management William Trout |
January 8, 2026 post Platform Providers: You Have 18 Months to Get Household Optimization Right A wealth management advisor properly optimizes asset location across a married couple’s household accounts. The husband’s IRA holds entirely equities—designated... William Trout Wealth Management William Trout |
January 6, 2026 post The Hidden Crisis in Wealth Management: When Alternative Investments Outgrow Operations Behind US$9.5 trillion in alternative assets sits a back-office reality most wealth managers won't admit. William Trout Wealth Management William Trout |
December 10, 2025 post The Great MGA Shakeout: Why Half of Today’s Players Won’t Make It to 2030 Outdated tech is the biggest threat to MGA survival. Here's how the winners are modernizing. Datos Insights Property & Casualty Insurance, Insurance Datos Insights |
December 9, 2025 post Beyond Policy Administration: The Rise of the Comprehensive Insurance Platform Why leading carriers are moving beyond policy admin to unified platforms with composable architecture. Paul Mattern Life, Annuities, Benefits, Insurance Paul Mattern |
December 8, 2025 post Self-Checkout Market Defies Shrinkage Concerns as Global Adoption Continues Global shipments hit 205,000 terminals as regional adoption accelerates Chris Allen Market Data & Forecasting Chris Allen |
December 4, 2025 post Mastercard and Visa Settlement: What the End of "Honor All Cards" Means for Retailers New surcharge rules could reshape checkout experiences and merchant-customer relationships. Thad Peterson Retail Banking & Payments, Banking & Payments Thad Peterson |
November 26, 2025 post Control vs. Automation: The Emerging Battle in Portfolio Construction How a fragmented market is consolidating around clearer strategic models. Gregory O’Gara Wealth Management Gregory O'Gara |
November 24, 2025 post Pooling Resources: How ATM Deployers Are Finding New Ways to Optimise Networks and Reduce Operating Costs Banks worldwide are turning to ATM pooling and outsourced management to cut costs as cash usage declines Ted Jennings Market Data & Forecasting Ted Jennings |
November 21, 2025 post The Carrier’s Guide to Technology That Agents Actually Want Survey insights reveal what agents want from carrier technology platforms Caitlin Simmons Insurance, Life, Annuities, Benefits, Property & Casualty Insurance Caitlin Simmons |
November 14, 2025 post Zelle’s Stablecoin Gambit: Infrastructure Choices That Define the Next Payments Era Mastercard, Visa, and PayPal didn’t just move money during the early digital payments era. They owned the gateways, switches, and... Enrico Camerinelli Commercial Banking & Payments, Banking & Payments Enrico Camerinelli |
November 12, 2025 post Robinhood’s Next Strategic Move: Elevating TradePMR With Unified Managed Household Tax Optimization Robinhood’s US$300 million acquisition of TradePMR, completed in February 2025, aims to connect its 25 million millennial and Gen Z... Gregory O’Gara Wealth Management Gregory O'Gara |
November 3, 2025 post From Stable to Strong: Positioning Wealth as a Growth Business Five issues are constraining growth in bank wealth management; the solution requires a fundamental reset. Bank wealth managers face an... David Beckoff Wealth Management David Beckoff |
November 3, 2025 post Reimagining Retirement Rollovers: Insights From the Datos Wealth Management Forum The retirement account rollover landscape has evolved dramatically in recent years, driven by regulatory changes like PTE 2020-02 and Regulation... William Trout Wealth Management William Trout |
November 3, 2025 post Transforming Banking Infrastructure to Win and Retain Commercial Clients Payment modernization, treasury platform integration, and artificial intelligence (AI) deployment have become the primary competitive differentiators determining client retention and... Erika Baumann Commercial Banking & Payments Erika Baumann |
October 27, 2025 post Beyond Performance Metrics: How Behavioral Finance Is Reshaping Wealth Management Industry leaders reveal strategies to help clients overcome emotional biases and achieve better financial outcomes William Trout Wealth Management William Trout |
