Raef Lee is the technology contributor for Practically Speaking and he also serves as a Managing Director for the SEI Advisor Network. He is responsible for the identification of new services and markets for the SEI Advisor Network. He defines new product offerings for advisors either by partnering with best-of-breed companies or shepherding the requirements into SEI’s development teams. In addition, Raef identifies ways for the Advisor Network’s innovative business model to be leveraged in new markets.
Want to know a little more about Raef? He loves his wine and food (probably too much), is originally from England, and enjoys being a dad to his young daughter.
Recent posts by Raef:
You may never think it’s a “good time” to upgrade your technology (relative to your revenue-generating initiatives). But it’s important to understand the different technology categories and what advisors like you think of them. Luckily, a new survey provides a thoughtful analysis of the market share and user satisfaction rates in the financial planning/investment advisor space.
If attendance at the Technology Tools for Today (T3) Conference is any indication, more and more advisors want to understand the fast-moving technology of our industry. Here are my thoughts on the biggest takeaways from this year’s conference, based on conversations with attendees and vendors.
With one data security breach after the other making headlines, advisors should ensure that a vault solution is part of your broader client portal strategy.
Document management may not be the most exciting subject, but its impact on your advisory firm can be profound. To help you make the right choice for your firm, Mark Nahlovsky of ActiFi and I have created an overview of today’s document management market.
You’ve heard me say before that robos are good for advisors. The advice pie has become bigger and the players either have new or bigger slices. It’s been sunbeams and rainbows all around – until now.
There’s technology available to help your clients through whichever budgeting phase they happen to be in. Some may put you front and center; others may have you playing a consultative role (and showing off some cool tech). But advisors should understand all the different models, even if you don’t have an active role in the implementation.
Your clients want it. You might be resisting it. But if you don’t think smart technologies are going to differentiate you from your competition in the future, you haven’t been paying attention.
Growing an advisory business is no small task. And any time you spend NOT doing that, is time that you may not be investing in the wisest way possible.
Investors crave simplicity, and there is no shortage of innovation in the area of robo-advisors. But let’s get small for a moment – micro robo-advisors are becoming a hit with the younger generation, expanding the robo concept from not just how you should invest, but making it easy for you to save in the first place.
Innovations in technology transform how businesses operate. And according to research from “The Upside of Disruption,” the future of the asset management industry depends on innovation. So what does that mean for advisors? I’ll introduce you to the 5 transformative technology trends from the paper and apply them to the advisor market.