Thought Leaders

Hundreds of millions of people around the world have started experimenting with “blockchain technology” powered digital currency. 

To stay ahead, wealth organizations heavily rely on accessible finance content that can keep their clients updated on the latest financial news and provide financial education.

Good wealth management marketing meets clients where they are. That increasingly means that video is the way to go, according to Clout by TIFIN, an AI-powered advisor content marketing platform.

Technology has long been a force for unity within financial services firms, but not always in a good way. offering little in the way of data-sharing, said Adrian Johnstone, President of Practifi.

While the rapid advancements in financial technology will never completely replace a human Financial Advisor relationship, it is definitely changing the way wealth management firms work.

Recognizing that, even amid the recent Covid pandemic, advisors are breaking away from brokerages and switching between firms at an accelerating rate, Orion has entered the matchmaking business.

S&P 500 and equities are continuing to expect both strong earnings AND a Fed easing. However, ignoring world events plus interest rates NOT easing will result in a HUGE disappointment to investors.

Friends, what news is news?  We ponder this DEEP EXISTENTIAL QUESTION while also delving into a large state's new crypto legislation and how technology affects advisor recruiting plus more. READ UP!

When it comes to standing out as a financial advisor, it is paramount to differentiate your business with custom messaging which can ultimately help grow your practice.

The word “integration” is so commonly uttered by technology providers that it’s become the  corner square on the fintech BINGO board, but they describe something incredibly important to advisor technology