F2 Strategy Insights

The Latest in Wealth Tech Research, Insights and News

2022 Outlook Report: Good Technology Speeds Growth for Wealth Management Firms

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2022 Outlook Report: Good Technology Speeds Growth for Wealth Management Firms

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2022 Outlook Report: Good Technology Speeds Growth for Wealth Management Firms

2022 Outlook Report: Good Technology Speeds Growth for Wealth Management Firms

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Mergers and Acquisitions: Good (or Bad) Technology is the Key Factor in RIA Valuation

Mergers and Acquisitions: Good (or Bad) Technology is the Key Factor in RIA Valuation

Mergers and Acquisitions: Good (or Bad) Technology is the Key Factor in RIA Valuation

Mergers and Acquisitions: Good (or Bad) Technology is the Key Factor in RIA Valuation

Technology is Necessary to Address Three Big Trends in 2022

Technology is Necessary to Address Three Big Trends in 2022

Technology is Necessary to Address Three Big Trends in 2022

Technology is Necessary to Address Three Big Trends in 2022

Wealth Management Increases its Reliance on Technology to Perform Operational Functions

Wealth Management Increases its Reliance on Technology to Perform Operational Functions

Wealth Management Increases its Reliance on Technology to Perform Operational Functions

Wealth Management Increases its Reliance on Technology to Perform Operational Functions

Phil Hilton Joins F2 Strategy as Manager, OCTO

Phil Hilton Joins F2 Strategy as Manager, OCTO

Phil Hilton Joins F2 Strategy as Manager, OCTO

Phil Hilton Joins F2 Strategy as Manager, OCTO

The Top 5 Family Office Technology Challenges And How To Overcome Them

The Top 5 Family Office Technology Challenges And How To Overcome Them

The Top 5 Family Office Technology Challenges And How To Overcome Them

The Top 5 Family Office Technology Challenges And How To Overcome Them

Women Say They’re Happy, But Refer Their Advisors Less Often than Men do. What Gives?

Women Say They’re Happy, But Refer Their Advisors Less Often than Men do. What Gives?

Women Say They’re Happy, But Refer Their Advisors Less Often than Men do. What Gives?

Women Say They’re Happy, But Refer Their Advisors Less Often than Men do. What Gives?

Mergers and Acquisitions: Good (or Bad) Technology is the Key Factor in RIA Valuation

Insight

Mergers and Acquisitions: Good (or Bad) Technology is the Key Factor in RIA Valuation

Mergers and Acquisitions: Good (or Bad) Technology is the Key Factor in RIA Valuation

Insight

Mergers and Acquisitions: Good (or Bad) Technology is the Key Factor in RIA Valuation

Technology is Necessary to Address Three Big Trends in 2022

Insight

Technology is Necessary to Address Three Big Trends in 2022

Technology is Necessary to Address Three Big Trends in 2022

Insight

Technology is Necessary to Address Three Big Trends in 2022

Wealth Management Increases its Reliance on Technology to Perform Operational Functions

Research

Wealth Management Increases its Reliance on Technology to Perform Operational Functions

Wealth Management Increases its Reliance on Technology to Perform Operational Functions

Research

Wealth Management Increases its Reliance on Technology to Perform Operational Functions

Phil Hilton Joins F2 Strategy as Manager, OCTO

News

Phil Hilton Joins F2 Strategy as Manager, OCTO

Phil Hilton Joins F2 Strategy as Manager, OCTO

News

Phil Hilton Joins F2 Strategy as Manager, OCTO

The Top 5 Family Office Technology Challenges And How To Overcome Them

Insight

The Top 5 Family Office Technology Challenges And How To Overcome Them

The Top 5 Family Office Technology Challenges And How To Overcome Them

Insight

The Top 5 Family Office Technology Challenges And How To Overcome Them

Women Say They’re Happy, But Refer Their Advisors Less Often than Men do. What Gives?

Insight

Women Say They’re Happy, But Refer Their Advisors Less Often than Men do. What Gives?

Women Say They’re Happy, But Refer Their Advisors Less Often than Men do. What Gives?

Insight

Women Say They’re Happy, But Refer Their Advisors Less Often than Men do. What Gives?

Podcast: WealthTech GETS VOCAL | On The Road With The Man In The Van

Using his campervan as a metaphor, we explore the humans stories and perspectives of wealth management with end-clients, advisors and leaders, hosted by Doug Fritz, CEO & Founder of F2 Strategy.

You can also listen on Google Podcasts + Apple Podcasts.

Experts in Action

Ride the Bike While It's Being Built

Ride the Bike While It's Being Built

Empowering a High Growth RIA to Drive Process Stabilization and Accelerate Advisor Adoption

Quick and Steady

Quick and Steady

Rapidly Growing Mid-size RIA Needing Technology Capabilities & Leadership

Small Fish in a Big Pond

Small Fish in a Big Pond

Building a Meaningful Private Client Business at a Large Financial Institution