Principals

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.

Cybersecurity is hard and it’s filled with scary stories that can leave firms frozen in their tracks, unsure if they should be doing more. After all, what harm can happen by doing nothing and retaining the status quo, right? Well, for advice firms, this couldn’t be further from the truth. According to a KPMG Small Business Reputation & The Cyber Risk Report, financial services businesses are most likely to lose customers due to a cyber breach, with nearly two in five businesses (39%) surveyed seeing customers leave after a breach.

Earlier this month, Atari restructured its business to create two separate divisions, Atari Gaming and Atari Blockchain. The announcement comes after years of development in the space, since Atari first publicly expressed its interest in crypto assets in early 2018.

Financial planning and wealth management are based on trust, where the quality of each client relationship is essential to your continued success as a financial advisor. 

As a financial advisor, finding a roster of great clients is only worthwhile if you can retain them for years to come. With churn at a minimum and a steady group of clients to work with month after month, you can perform up to your full potential.

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

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

Today’s crypto market stands in striking contrast to last year’s. One year ago, crypto assets were recovering from March’s sell-off as they set up the “DeFi summer” of 2020, a period of rapid growth for many DeFi protocols.

Too many advisors are still left scrambling with how to grow and scale their marketing. Join our partner Snappy Kraken for a fast-paced webinar all about marketing automation AND personalization...

With critics questioning the viability of the crypto ecosystem after sustainability concerns raised by Elon Musk and others, Sarson Funds believes that crypto moves in stride with the future of sustainable finance and ESG investing.