Home Search
ss - search results
If you're not happy with the results, please do another search
FTX Missing Money? So What’s The Big Deal?
You've heard of the FTX debacle, right? You know who Sam Bankman-Fried (SBF) is, right? You're "aghast" at all the details and the cavalier...
Recession, Elections, Inflation and………What’s Next?
Well, it's happened. Or, is happening.
Global economies have put the Covid19 pandemic in the rear view mirror (oh, except China) with a huge sigh...
FINTECH CORNER: Adopting the Best Technology to Scale Your Business to the Next Level
As wealth management firms grow their businesses, they need to achieve scale in order to maximize efficiencies and minimize expenses. Adopting the proper technology plays a central role in that transformation.
Rethink. Financial Advice Podcast: Are Financial Professionals Stuck Between Self Interest and Best Interest...
Amit Dogra is nothing if he isn’t passionate! For Amit’s early days at HighTower to now running TruIndependence he’s had an interesting journey that’s...
Rethink. Financial Advice Podcast: Is Financial Advice an Industry or Profession?
Join us for this fun and insightful conversation with renowned advisor & thought leader Kobus Kleyn. Kobus is well respected not only in his...
Technology’s Growing Role in FA Succession Planning
For years, industry pundits have been sounding the alarm: The number of financial advisors at or near retirement age is outpacing the number of...
REAL CLEAR CRYPTO: Crypto-Curious? A Guide to Digital Asset Exposure
Massive institutions and working-class professionals alike are demonstrating unprecedented demand for digital assets. For many, the question is how, not if, to invest in Bitcoin and other cryptocurrencies.
Practifi Launches New Business Development App for Wealth Management Industry
Practifi, a performance optimization platform for the wealth management industry, today announced the rollout of its latest application for business development (“BD app”). The...
Fintech Corner: Learning And Development Has Become Essential To Fintech Success
Over the past two decades, advisors embraced education and learning as a powerful tool capable of attracting new prospects, transforming existing prospects to clients and keeping current clients engaged.
The Next “Hot” Digital Asset Sector? The Secret is Out: Tokenization
You heard it here first. Well, actually we have been "preaching" tokenization of assets since late 2016 when...