Principals

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

By Bill Taylor, Contributor/Entoro Wealth Utilizing the CME Bitcoin and Ethereum Reference Rates

Gone are the days when Bitcoin was only for basement-dwelling tech geeks. Though the cryptocurrency frontier was pioneered by such computer science enthusiasts, the new wave of digital asset investors represent a much broader cohort.

Need help creating a digital media strategy that resonates with prospects and clients? As a financial advisor, it’s more important than ever to cut through the noise of a competitive market and connect with targeted audiences.

Investing in today’s world is vastly different from decades ago when brokers and advisors were viewed as the guardians of financial data. Now, investors have access to free online brokerage accounts at their fingertips and are able to create portfolios without feeling a desire for assistance.

Communities, Orion’s model marketplace, helps financial advisors transform the way they personalize portfolios with unprecedented access...

Running a small business is not for the faint of heart. Myriad responsibilities, a surplus of critical decisions and ongoing effort to streamline your day-to-day activities can be dizzying...

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.

With workflow automation, standard processes can be designed and managed within a single platform. Processes like the one mentioned above can be kicked off automatically, assigning tasks to the appropriate team members and triggering a number of other steps.

More than a CRM, Practifi is an enterprise-grade business management platform designed for high-performing financial advice firms.