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Stay aware of what's really going on (recession possibility, rising interest rates, inflation, etc.) and reduce risk as needed. Bear markets do NOT end after only a few months (or just because you want them to).

By Gregory Bilecki TWIDW 5/16/22: Terra’s reserve fund vanishes, hackers make off with $370m in...

Russia & Ukraine updates, the Administration’s crypto plans with the 2023 budget package, and former prosecutor Katie Haun breaks fintech boundaries. Zilliqa adds life to the Metaverse with a new MaaS solution, Florida accepts Bitcoin as tax payments for business filers this year with Colorado in tow, prePO removes more barriers from Wall Street, Digits will help close your books and save time, and finally, the Bank of England taps the help of MIT to help with its CBDC implementation.

PALO ALTO, CA – – JIFFY.ai, an award-winning app-based low-code/no-code intelligent automation platform, today announced that it has raised...

The San Francisco-based firm recently announced several new additions highlighted by three appointments to its leadership team: Beth...

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.

The wealthtech space is already hitting on some major themes in 2022 including crypto, digital client acquisition, expansions, and direct indexing partnerships. Also, a Swiss tech innovation firm has revealed what investors really want when it comes to financial advisors. 

The wealth management industry is continuously evolving with digitalisation, mass amounts data and increasing numbers of new tools and platforms available.

Advisors want deeper client relationships and to build a more sustainable business model. Standing out from an increasingly homogeneous advice market doesn’t have to be expensive or time-intensive, but it does mean a little lateral thinking.

As a financial advisor, finding a roster of great clients is only worthwhile if you can retain them for years to come. With churn at a minimum and a steady group of clients to work with month after month, you can perform up to your full potential.