Embracing AI and Intelligent Automation in Financial Services
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.
When In Doubt, Zoom Out: Crypto & the “Lengthening Cycle Theory”
Recently, the crypto asset market cap fell from a peak of $2.502 trillion to as low as $1.351 trillion in the wake of growing high-profile concern over Bitcoin’s energy usage. Though climate change is a legitimate problem facing humanity, we remain confident in crypto’s net positive impact on global environments as explained here.
CRM for Financial Advisors: How Specialized Platforms Fuel Successful Firms
on top of client updates, account management tasks and outreach opportunities, and CRM software helps them keep track of it all.
Driving Client Centricity Through Wealth Advisory Productivity
The wealth management industry is continuously evolving with digitalisation, mass amounts data and increasing numbers of new tools and platforms available.
The Grail with Keith Gregg (12/2/20)
I hope you all had a safe and happy Thanksgiving, albeit many of you made significant sacrifices and changes to your celebration. We all shared a slice of that pie; missing guests (and their side dishes)...
Institutional Crypto Adoption and the Love for NFTs
Cryptocurrency has always been volatile with regards to its fiat-comparative value. It Is important to remember that the blockchains are decentralized and there isn’t any single entity behind it putting out media fires. With that in mind, current fiat value becomes irrelevant to believers when we are Hodlers, as there are many promising signs of what’s yet to come. Crypto and NFT adoption is still just getting started.
WHITEPAPER: Orion Communities – Streamlining and Scaling the Investment Management Process
Communities, Orion’s model marketplace, helps financial advisors transform the way they personalize portfolios with unprecedented access...
The Taylor Report-Bitcoin vs Gold vs Ethereum (1/3/19)
By Bill Taylor, Contributor/Fintek Capital
We compare the price of Bitcoin, Ethereum, & Gold,...
Wall Street Embraces Crypto: JP Morgan Announces Upcoming Launch of Bitcoin Fund
Big news arrived from CoinDesk this morning regarding JP Morgan’s preparation to launch its first actively managed Bitcoin fund for its private wealth clients by this summer.
Making a Market*r: Orion’s Brand New Marketing Solution Is Here
More than a CRM, Practifi is an enterprise-grade business management platform designed for high-performing financial advice firms.