Part 1: FinTech 2021 and Beyond: What to Buy and Why

Part 1: FinTech 2021 and Beyond: What to Buy and Why

If you have not wrapped your head around the idea of building out your own tech stack, then brace for the integration transformations that are happening in the financial industry. These emerging technologies will impact everything that involves your client’s money and...
Advisor Technology- Recruiting in the Virtual World

Advisor Technology- Recruiting in the Virtual World

While successful wealth management firms must move fast toward providing a more technologically advanced experience for their clients, clients are not the only targets that firms should be focusing on. Independent advisors deserve the same attention, especially when...
The Squeeze is On- Tough Times for Advisors

The Squeeze is On- Tough Times for Advisors

Today’s economic conditions, COVID-19, and industry compression is undoubtedly creating tougher times for advisors. Clients ask advisors to be many things including money Psychologists, financial planners, relationship managers, asset managers, and more. If the stock...