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Concourse Securities Selects SmartAsset’s Lead Gen Platform

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"[SmartAsset’s platform] is a huge benefit to our hundreds of financial professionals and will help take their practice to the next level," Libet Anderson, President, Investment Solutions, Concourse Securities, said in a statement.

WEALTHTECH INSIDER: Building Toward Client And Business Goals, One Day At A Time

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Winning the day means knowing what is controllable, working to control those things, and leaving the rest alone. It’s a mindset that can benefit you and your clients through good times and bad.

WEALTHTECH INSIDER: Six Tips From Small Businesses For New RIAs

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Newly-established RIAs are exciting. Independent advisors can pick the tools they want, build their own culture, and hone in on the clients that will help them grow.

Session #1: Introduction to Cryptocurrencies & Blockchain Technology

This is part 1 of an 8-part webinar course that is designed to support financial advisors in their efforts to have constructive and informed client engagements on digital asset investment opportunities. Session One provides a comprehensive primer into blockchain technology and some of the new asset classes it has inspired.

Session #2: Real World Applications of Blockchain and Cryptocurrency

This is part 2 of an 8-part webinar course that is designed to support financial advisors in their efforts to have constructive and informed client engagements on digital asset investment opportunities. Participants in session #2 will gain an understanding of Digital Wallets and how they work. They will also be introduced to concepts such as staking and novel digital assets such as stablecoins and CBDCs (Central Bank Digital Currencies).

Session #3: Investing in Cryptocurrency 101

This is part 3 of an 8-part webinar course that is designed to support financial advisors in their efforts to have constructive and informed client engagements on digital asset investment opportunities. Session Three provides a comprehensive primer into investing in cryptocurrencies and digital assets.

Session #4: Advanced Cryptocurrency Investment Strategies

This is part 4 of an 8-part webinar course that is designed to support financial advisors in their efforts to have constructive and informed client engagements on digital asset investment opportunities. Session four focuses on more advanced cryptocurrency & income generating strategies.

Session #5: How to Safely Invest in Digital Assets

This is part 5 of an 8-part webinar course that is designed to support financial advisors in their efforts to have constructive and informed client engagements on digital asset investment opportunities. This session focuses on ways to safely invest in digital assets.

Session #6: Mitigating Cryptocurrency Investing Risks

This is part 6 of an 8-part webinar course that is designed to support financial advisors in their efforts to have constructive and informed client engagements on digital asset investment opportunities. Session six focuses on ways to mitigate risks when investing in digital assets.

Session #7: Understanding Non-Fungible Tokens (NFTs)

Presented By: Session #7: Understanding Non-Fungible Tokens (NFTs)