Darrin's Posts
- Executives Say Financial Planning Technology Is High Value, but Low Risk
- Integrating Financial Planning into Advisor Workflows
- The Collaborative and Customizable Face of Portfolio Management
- Forward-Looking Wealth Firms Deliver Client Reports via the Tablet
- Enhancing the Client Experience Through Client Reporting
- The Integrated Advisor Desktop: Stronger Than Its Component Parts
- Goal-Based Financial Planning Is Worth Initial Investment
- Client Reporting Systems Are a High-Risk, High-Reward Investment
Darrin Courtney
Research Director
Darrin Courtney, research director at CEB TowerGroup applies a broad perspective to wealth management, reminding clients the standard for their offerings is set by cutting-edge technology and products in unrelated industries. He has more than 20 years of financial services experience in operations, client service, product management and business development, and understands the critical role technology plays in today’s wealth management firms.
