Principals

You would have difficulty finding a financial advisor who doesn’t use some kind of client relationship management (CRM) system. Tools for organising and nurturing clients have been around for decades, but simply possessing a CRM system doesn’t equate to great client service.

Chalice Network and the Society of Financial Service Professionals (FSP) proudly announce the launch of Chalice FinTech Institute (CFI), a comprehensive FinTech educational platform designed specifically for the financial services industry

When Aurum Wealth Management was founded in 2006 as a joint venture with Skoda Minotti, they were looking for a platform that would help them both scale support and enable ongoing growth.

Treat your business like it’s your baby. I’m sure you’ve heard this saying before: give your business the love, attention and care it needs to survive and thrive. While this metaphor typically relates to aspects of managing and investing in your business, consider it through a more profound lens — protecting your business.

By Bill Taylor, Contributor/Fintek Capital We compare the price of Bitcoin, Ethereum, & Gold,...

Millennials lead other generations on investing in two hot topics: Crypto assets, plus climate and energy issues. Yet, some still argue that these investments are diametrically opposed due to the Bitcoin network’s considerable electrical demand.

For our latest Fintech Luminaries feature, we'd like you to meet Sabrina Bailey of Refinitiv, an LSEG (London Stock Exchange Group) business, one of the world’s largest providers of financial markets data and infrastructure, serving over 180,000 wealth advisors and connecting over 5 million investors globally.

While digital transformation has recently become a key priority for the financial services sector, last year was a landmark period in this journey. Nearly half (49%) of firms have accelerated their initiatives, finds Deloitte, and the financial services sector has far outpaced other industries in their digital investments

The idea of an average investor being able to afford a luxury car, fine art or even a Class A real estate property has previously been thought to be unattainable. However, tokenization is revolutionizing the investment process by...

As a wealth manager, probably not a day goes by without someone reminding you how essential it is to have a personalized approach to engage prospects and clients.