Page 35 - Investment Advisor - September 2023

Thought Leadership & Education

wealth managers’ maturity across the data value chain. It summarizes Fintech/tAMP Platforms
overall data maturity and benchmark firms against best-in-class and
key competitors and seeks to provide personalized insights for indi- Mary ellen dugan, envestnet
vidual firms and recommendations on how to capitalize on the power Mary Ellen Dugan leads strategy and execu-
of data. It also aims to help firms establish a data-driven culture and tion for all of Envestnet Marketing across digital
improve key metrics, such net new assets, revenue and share of wallet. marketing, communications, product marketing,
events and demand generation. Over the last 18
Continuing education organizations/Foundations months, Envestnet Marketing has developed and launched a new
website. It has also spearheaded “The Intelligent Financial Live:
Barry Mulholland, diversitas The Unexpected Intersection Between Technology, Clarity, and
In 2016, Barry Mulholland founded Diversitas, the Human Connection.”
a program run through the University of Akron Under Dugan’s leadership, the marketing department devel-
that brings industry professionals together with oped a financial advisor assessment, The Intelligent Financial Life
career influencers and students to discuss how the Advisor Practice Score, which evaluates to what degree an advisor
wealth management industry and financial planning profession can is helping clients achieve peace of mind and financial security.
become more inclusive. Today, Diversitas offers a free annual half-
day online national symposium as well as regional (often in-person) ryan George, docupace
events hosted by the university and other educational institutions. In the past 12 months, Ryan George has suc-
The annual symposium’s popularity prompted Mulholland to cessfully advocated for human-centered design
launch the quarterly Forum discussion series, which are shorter in in wealthtech, and pushed for recognition and
format and offer similar informational sessions and aim to attract value of back-office employees in the wealth
diverse candidates to the financial services industry. Diversitas’ management industry. His campaigns include National Back
panels of industry experts discuss their experiences on important Office Heroes Day, honoring individuals who are the backbone of
industry topics, including different opportunities in financial ser- industry firms. Another campaign brought wealth management
vices. For students and career changers who cannot attend a live experts together through Docupace’s Webinar Roundtable Series
Forum, a video is available on the website for free. to address key issues in the industry.

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This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any
specific investment. Frontier Asset Management is a Registered Investment Adviser. The firm’s ADV Brochure and Form CRS are available
at no charge by request at [email protected] or 307.673.5675 and are available on our website www.frontierasset.com. They
include important disclosures and should be read carefully. 20230804.36945

September 2023 Investment AdvIsor 33