Principals

According to the American Kennel Club, the Shiba Inu is an ancient breed of dog “…named after its history as a hunter in the rugged mountains of Japan.” In modern times, it also happens to be the face of an $81 billion dollar cryptocurrency named Dogecoin.

Everything changed in 2020—most businesses weren't prepared for the unexpected shift in the economy...

Wealth management firms are amongst the most process-intensive businesses within the financial services sector. However, many firms struggle to adopt process automation because they lack an understanding of where to begin. 

The art of Independence is not going it alone, surrounding yourself with other like minded and successful business owners. Leveraging the strength of the collective network to assist you in capturing the elusive economies of scale that no one small firm can achieve by themselves...

In the next segment of Sarson Funds’ Defi Series, we will provide an overview and analytical discussion of Fantom (FTM), an alternative layer 1 decentralized financial (DeFi) network.

For a lot of clearing firms, risk management is nothing more than a bullet on a list of offerings. For us,...

Jim Row of Entoro Capital discusses Robinhood and what you should know about its operations and how it makes money...

Prospecting is the bread and butter of every financial advisory practice, which is why the best advisors spend up to 20% of their time finding and engaging with their ideal clients. These are the types of potential clients that all advisors want to work with.

The financial services industry can’t afford to ignore the digital revolution any longer. If advisory firms had any lingering doubt about digital transformation’s importance, the COVID-19 pandemic swept it all away.

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.