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Let’s Talk A Little About A Lot
Understatement. There is a helluva lot going on. No matter where you look there are dramas unfolding, political shenanigans, geopolitical events and on and on. During summer relaxing time, too.
FINTECH VIEWS: If You Think You’re Protected From Cyber Attacks…Think Again
According to the U.S. Internet Crime Complaint Center, cybercrime results in more than $12 billion per year in damages in America alone. The finance...
WEALTHTECH 3.0: Why RIAs Need to Pay Attention to Next Generation Entrepreneurs
Advisors have generally focused succession planning on the familiar: a white male business owner seeking a payout through an exit of some sort. However, there’s a significant shift in who’s wealthy.
Wealth Management’s Cutting Edge: MMI/Barron’s Industry Awards Finalists Announced
Innovation is the currency that buys you a seat at the table.
Today, the Money Management Institute (MMI) and Barron's announced the finalists for the...
Attend The Founders Arena Spring WealthTech Accelerator Demo Day
Join us for an exciting evening at the Founders Arena Spring WealthTech Accelerator Demo Day! This event will showcase the six innovative WealthTech startups in the Spring 2024 Cohort.
STANDARD DEVIATIONS PODCAST: Nuala Wash – Ten Steps to Better Decision Making
This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by behavioral scientist Nuala Walsh.
Nuala Walsh is a non-executive director, behavioral scientist,...
STANDARD DEVIATIONS PODCAST: Jane Adshead Grant – Becoming a Better Listener
This week on the Standard Deviations podcast, Dr. Daniel Crosby is joined by Jane Adshead Grant.
Jane is passionate about contributing to the world of...
Marketing Matters: The Evolution of Third-Party Solutions Providers in an Evolving Ecosystem
Third-party, digitally-enabled marketing solutions focused on driving lead gen for independent financial advisors continue to proliferate, and small wonder. Effectively identifying and converting prospective...
Matthew Gotlin Takes On the Role of Chief Investment Officer for Choreo
Matthew Gotlin, CFA®, has been named Choreo's Chief Investment Officer. According to a company release, Gotlin will lead a team that creates client solutions...
Q&A: CogniCor Founder – AI Makes Advisors Better at Client Service
When Sindhu Joseph, Ph.D. founded CogniCor in 2018, her vision was to provide the financial services industry with the tools needed to alleviate the...