FinTech

From tech, trends and digital experiences, we explore how technology is shaping the financial advice business for the better.

Today’s Executor is a Digital Executor

By Sharon Hartung • 08 Nov, 2021

Published author Sharon Hartung outlines the key questions about digital assets that every estate executor must ask.

Never Stop Learning

By Karen Lintott • 27 Apr, 2021

The pandemic pushed us to embrace new technology quickly, like video calling, electronic signatures, and paperless processing. We did this out of necessity but rose to the challenge and now we can see all kinds of new possibilities

So much has changed since the release of Apple’s first iPhone in 2007, security and data protection

The Balancing Act Between Security and Data Sharing

By Trevor Pollard • 03 Mar, 2021

So much has changed since the release of Apple’s first iPhone in 2007, security and data protection are now on top of mind at Apple and other tech companies.

Improve the Client Experience: Transparency, Wealth & Pizza Delivery

By Trevor Pollard • 22 Sep, 2020

It’s time for transparency. With this in mind, IPC is working to drastically improve the client experience, and we’re starting this journey with our onboarding process

The Experience-Centric Advisor - Build a Better Business

By Chris Reynolds • 14 Jan, 2020

A study conducted by the independent research firm, Cerulli called The Experience-Centric Advisor found that the perception of value in the U.S. as it relates to the role investment advisors play is changing rapidly.