Agility vs. Reactivity: How to Manage Change

Agility vs. Reactivity: How to Manage Change

In business and the human physical condition, agility is often the means to excelling. Those practicing agility throughout 2020 positioned themselves for a better future mentally, physically, and economically versus those that were over-reactive to their circumstances...
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...