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Sound Income Group: The Intersection of Technology & Retirement Planning
The confluence of market turbulence and inflation has magnified the anxieties of retirees and near-retirees worried about running out of money. Sound Income Group,...
Sound Income Strategies’ ETF Ends Year as a Top Performer
Sound Income Strategies, a Florida-based RIA and money manager, saw its FXED ETF end 2023 in the top 1% of similar funds tracked by...
Sound Income Strategies’ ETF Wins Again
Sound Income Strategies, a Fort Lauderdale, Florida-based Registered Investment Advisory (RIA) firm reported its Sound Enhanced Fixed Income ETF (FXED) ranked in Morningstar's top...
Tech-Savvy, Income-Focused: Dave Scranton’s Sound Income Strategies’ ETF Continues to Outperform
Typically, the combination of market turmoil, economic uncertainty and a surging interest rate environment would present big picture challenges for asset managers, especially in...
DWN ROUNDTABLES: Marketing Beyond CRM
From their beginnings as a repository and organizer of client information to their current functionality, which includes integration, automation, customization, analytics and more, Customer...
DWN ROUNDTABLES: Leadership 101 – Is Mastery of Digital Solutions a Prerequisite?
Empowering others to succeed is the essence of leadership. For asset managers and investment professionals in—or near—the C-suite at their firms, this mandate extends...
Publisher Notes For 3/8/23
Friends, Daylight Savings Time comes to us this weekend. As we "spring ahead", so, too, does the news & thought leadership in fintech, wealthtech & digital assets, all right here. READ UP! | Cindy Taylor, Publisher
Early Q4 Leadership and Board Moves Underscore Tech Influence on Wealth Sector
The leaves aren’t the only things changing this fall. As the wealth management and wealthtech industries moves into the fourth quarter, they face an...
AI & Finance™ | News for the Week Ending 3/14/25
It was a huge week in financial artificial intelligence, particularly in AI-oriented wealthtech, and we have the headlines to prove it.
Not to sound like...
AI & Finance™ | News for the Week Ending 12/20/24
Welcome to another busy week in AI & Finance, where news dropped at a pace brisker than the wind screaming off the Atlantic Ocean...