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Social media has become an essential tool for businesses across all sectors, and the financial industry sector is no exception.

Friends, this week we have a new zoomcast with Jim Row of ESG platform Capturiant.  Meanwhile, we have more news from the SEC, banks get help with college loan balances & the 9-figure VC fundings are back! READ UP!

Data security breaches grab headlines every day, exposing businesses & their clients to grievous costs & potential liabilities. In the first half of 2021, more than 1,700 data breaches have exposed about 18.8 billion records.

Personalization can be key to helping wealth management clients weather volatility—but it’s easier for some than others. But how do growing financial advisory firms personalize timely messaging and content?

Friends, this week we learn how to stay protected from crypto scams, the importance of being grief-literate with bereaved clients and how to use AI (and not softwear engineers) to gear up your wealthtech! READ UP!

With the growing amount of new wealthtech year over year, integration scoring can point organizations in the right direction before they buy.

As students (and parents) get back into the groove of another school year, the hard work of learning, studying and practicing has begun. The...

While many advisors offer their clients valuable advice around charitable giving, they may not have had access to the technology or processes to fully integrate giving into holistic financial services.

Today's relationship managers must go deeper than they historically have and rely less on external subject matter experts in early conversations with clients and prospects.

When we automate service processes, it creates more open time on the financial advisor's calendar. They will be able to work with more clients, dedicate time to prospect, and ultimately grow their practice.