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In this episode, DWealthMuse host, Dara Albright, and guest, Blake Kannady, Chief Product Officer of intelliflo, a provider of solutions that power the financial advisory experience, discuss where today’s investors are receiving financial advice and what that means for financial advisors and markets at large.

The Los Angeles-based fintech and real estate investment firm Leap Analytics recently launched its full-service website. Leap’s site includes access to free financial education resources and information regarding its customized Home Equity Agreements (HEAs).

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.

As June’s Pride Month arrives, it's important to recognize the potentially unique impact these market forces may have on a certain subset of your clients and prospects: the LGBTQ+ community.

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

Traditionally, workflow automation in financial services has been limited to two aspects. First, the front office is where automation is usually deployed – e.g., an automated chatbot to solve customer queries or marketing automation to increase customer engagement.

Leaders of most Financial Services firms and several Advisors keep wondering where and how to start automating their business processes for the best results. The answer to that is rather multifaceted.

INDIANAPOLIS, IN – Sarson Funds is pleased to announce that they have received the Investor’s Choice award in...

The speed at which technology continues to revolutionize the advisor experience has many around the industry sprinting to catch up in what is sure to be a years-long marathon to improve the platforms, tools and solutions professionals use to serve their clients.

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.