vantage - search results

While other advisors are on vacation, you can take advantage & connect with your clients through strategic & targeted outreach. When the economy is volatile, it’s important to communicate frequently with clients.

This week in advisor tech news we have headlines that impact almost every conventional element of an advisor’s technology stack—and one...

For anyone involved in the cryptocurrency space, terms like 'layer one', 'layer two', 'layer three', and even 'layer zero' have become commonplace. But what do these terms actually mean?

By Christopher Hamman The Canadian wildfires and its effects show how fast things can change.  Our thoughts and prayers...

The email inbox, for many, has become a symbol of workplace conversations that never end and newsletters that a person has forgotten they signed up for in the first place.

Why do clients choose you as a financial advisor over your competitors? Data can help you provide real proof of your soft skills. Here’s how data can become a differentiator for your financial advising practice.

A lot of people took a holiday last week due to the Memorial Day-shortened work schedule. The news did not. There was a...

There are two primary types of blockchains: public and private, each having its unique advantages, and disadvantages relevant to different enterprise and industry needs.

By Christopher Hamman With the markets slightly rattled and as everyone keenly watches how the politicians in D.C....

By Christopher Hamman Family offices are taking advantage of sudden movements in the cryptocurrency space. (So it seems). Rumor has it that CZ and...