The ‘New Normal’ of the markets

The ‘New Normal’ of the markets

COVID-19 has provided us with lessons in resiliency, economics, and the unpredictability of the stock market. While Wall Street appears disconnected from Main Street, we remember of the underlying economic fundamentals of our stock market system: The stock market...
What are APIs? The secret to your success.

What are APIs? The secret to your success.

Today, it’s hard to have a discussion without the acronym ‘API’ (application programming interface) being worked into the conversation. Wikipedia describes it as “An application programming interface (API) is a computing interface which defines interactions between...
Part 3: FinTech 2021 and Beyond: What to Buy and Why

Part 3: FinTech 2021 and Beyond: What to Buy and Why

In part 1 and part 2 of this series, we featured Joel Bruckenstein’s interview in Baron’s magazine along with a report titled “Wealth and Asset Management 2022: The Path to Digital Leadership.” Both are reputable resources of information for advisors who are weighing...
Part 2: FinTech 2021 and Beyond: What to Buy and Why

Part 2: FinTech 2021 and Beyond: What to Buy and Why

Last week in Part 1: FinTech 2021 and Beyond: What to Buy and Why we featured an interview Joel Bruckenstein did with Baron’s magazine in a Q & A style interview regarding tech in the COVID era and what advisors should be thinking about adding to their tech stack-...