limit - search results

Effective marketing technology (Martech) can significantly enhance your business performance by increasing marketing efficiency, improving client experience, and bolstering your advisors' business growth.

“The technology that helps a start-up mature and move through its growth phase rarely suits that firm’s needs when it comes time to scale,” said Adrian Johnstone, president and co-founder of Practifi.

In an important step, President Biden has signed a comprehensive Executive Order to oversee and regulate the implementation and growth of Artificial Intelligence (AI) across the United States.

An eye on AI (or sleeping with one eye open?) Last week, the Biden Administration released an executive order laying out a...

As we edge closer to the end of the year, the ever-evolving nature of social media presents diverse opportunities in 2024 for a wide range of industries, including the wealth industry.

"Money 20/20 Las Vegas" began and ended with a bang. Lots of "out-of-the-box" solutions were everywhere. That said, Liquidnet gave the markets a new gift per...

Financial firms potentially have tens of trillions of pieces of data available to them today, much of it portfolio and demographic data about their clients—but there’s also user behavior data.

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.

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.