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In recent years, there has been a growing expectation among the public that wealth managers should provide more than just advice on which products to purchase.

While the RIA landscape continues its brisk pace of growth and innovation, one notable product line has been slow in evolving to meet the...

“It’s important that financial firms be willing to look outside their realm for fresh perspectives and new ideas,” said Adrian Johnstone, president & co-founder of Practifi.

Adrian Johnstone, who in addition to working with wealth management firms is also a self-professed motorsports fan, has found several connections between Formula One and financial advisors.

We cannot emphasize enough the impact that artificial intelligence (AI) and automation (specifically Robotic Process Automation) has had, and will continue to have, on our industry. In fact, most advisors have grown so accustomed to their benefits, that they may not even realize the daily impact to their practices and clients.

Gold retires. Yes, it's true. After 5,000 years of impeccable service to global monetary development and stability, Gold announced its retirement. The world is grateful.

Tenacity Venture Capital today announced the launch of its inaugural fund, which will invest in transformative technology companies in the formation, pre-seed and seed stages. Founded by 25-year entrepreneur and investor Ben Narasin, the fund spins out with initial commitments from NEA as well as other leading investors and serial entrepreneurs.

After a year in which digital communications took center stage in enabling financial advisors to stay connected with clients and prospects, Advisor Group has announced new internal reporting on the results achieved by users of its MyCMO digital marketing platform.

Even before the pandemic upended traditional prospecting channels, many advisors saw the potential advantages of embracing social media. Facebook alone had more than 2.7 billion monthly active users in 2020. But it hasn’t always been obvious to our industry what could - and should - be done with social media.

The world looks different depending on what level of advisor-facing fintech a company operates on.