Technology: A Key Component of Practice Management

Technology: A Key Component of Practice Management

Practice management is more than just calling clients, sending market reports, using a CRM, or having a marketing plan. While all are important parts of practice management, deciding which technology to use will ultimately determine your practice’s profitability....
Aging Advisors + Emerging Technology = A Timely Opportunity

Aging Advisors + Emerging Technology = A Timely Opportunity

For the past decade, those of us in the financial services industry have been hearing of a looming financial advisor-shortage crisis. The reasons for the crisis are three-fold: retiring advisors, an aging population, and not enough new talent entering the industry to...
WealthTech Marriages: Is It True Love or Heading for Divorce?

WealthTech Marriages: Is It True Love or Heading for Divorce?

This summer is heating up with marriages between WealthTech providers and other players being the talk of the industry. Wedding guests are gossiping that the relationship may not be as blissful as it looks. And the big question on everyone’s mind is “who is the winner...