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...
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...
Financial industry technology continues to dramatically change the financial advice business, enhancing the client-advisor relationship even further. Gone is the fear that technology would eliminate the advisor, replacing them with a more technologically advanced...
The companies that have successfully pivoted to remote work are ahead of the curve in our current pandemic situation. But only if they can maintain the same connectedness they had while working side by side. The right management is crucial to preserving remote teams....
Definition of Team adjective: of or performed by a team a team effort; also: marked by devotion to teamwork rather than individual achievement: a team player Selecting the right team members is critical to the success of any...
The success of any Software as a Service (SaaS) platform is dependent upon many factors from the beginning development to the end online service that is appealing to users. While SaaS is not new, creating a SaaS platform that delivers consistent results and improves...
