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Blog Feature

Financial Advisors  |  Financial Technology  |  Investment Advisors  |  Leadership in Wealth Management  |  Technology

Raj Madan joins AdvisorEngine as Chief Information Officer

Years of leading innovation taught Raj Madan an important lesson: Before you can solve the technological challenge, you have to pay attention to the people around you. “I have my own personal code,” he explains. “My intelligence is limited by the space between my ears. There’s a dual meaning: You’re limited by your brain, but you’re also limited by how much you can hear your own people. Leaders often make that mistake. You can’t know everything. You have to rely on your people.”

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Financial Advisors  |  Leadership in Wealth Management  |  Wealth Management

Best business books for financial advisors

One quality of financial advisors that I admire is that they are avid readers, always looking for the next bit of inspiration and insight to benefit their practices. So when thinking about which books would most benefit financial advisors, I tried to mix best practices, aspirational goals, and issues that impact the industry but also transcend it.

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AdvisorEngine  |  Digital Advice  |  Leadership in Wealth Management  |  T32020  |  Wealth Management Technology

5 ways to foster a culture of innovation within your financial advisory firm

Two weeks ago, I had the pleasure of attending Joel Bruckenstein’s annual T3 Advisor Conference in San Diego. T3 offers a place where independent and hybrid financial advisors can test drive the latest and greatest in the FinTech world.  One major takeaway for advisors this year was acceleration - the industry is changing, but in order for the industry to change, the technology has to change to support that.

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Blog Feature

Accountability in Wealth Management  |  Collaboration in Wealth Management  |  Financial Advisors  |  Leadership in Wealth Management

What does strong leadership look like within wealth management?

I’m a data quality specialist. I work with wealth management firms every day to ensure that their information is accurate and accessible on the AdvisorEngine® platform. However, it’s not all about facts and figures. As any good financial advisor knows, success in wealth management requires ‘intangibles’ such as good leadership.    Below is my perspective on what good leadership means, and how to know if your leadership is translating to the rest of your team. I apply these to our data quality team, but these ideas are applicable across a wide variety of organizations and goals.  I hope you find it thought-provoking. 

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