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REAL CLEAR CRYPTO: Private vs. Public Blockchains
Blockchains, also known as distributed ledgers, have been a subject of intense interest for their transformative potential within business applications.
AI ILLUMINATIONS: Creating An End-To-End Digital Experience Without Writing Code
Creating a complete digital experience in the wealth industry is now possible without involving an army of software engineers or writing a single line of code.
MARTECH MINUTES: Attract & Retain Clients Using Finance Content
Content marketing is an effective way to establish credibility for your advisors while creating trust between them and their clients and prospects.
AI ILLUMINATIONS: It is Back-to-School Shopping Time for Wealth Management Professionals!
As we approach the end of summer, the official start of a new school year is upon us, and that's when investors get settled back into their routines and meet with their Wealth Advisors again.
WEALTHTECH INSIDER: Most Advisors Have A Swivel Chair Problem
Most of advisors’ frustrations with wealth management technology stems from one issue: their applications, platforms and systems aren’t playing well together.
Money News Network and Magnifi Join Forces to Understand American’s Money Questions and Help...
BOULDER, Colo. and LOS ANGELES, Aug 28, 2023 — Money News Network and Magnifi announced today a first-of-its-kind podcast, “Money Assistant,” hosted by renowned financial...
AI ILLUMINATIONS: The New-Age Relationship Manager
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.
REAL CLEAR CRYPTO: Blockchain Wars & The Global Quest for Dominance and Adoption
In the digital realm, blockchains emerge as a groundbreaking force, poised to revolutionize industries, redefine traditional notions of trust, and catalyze a silent yet intense global competition.
AI ILLUMINATIONS: How Intelligent Automation Leads to Higher Satisfaction and Higher Margins
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.
AI ILLUMINATIONS: Who is Ready to get ONBOARD?
While the rapid advancements in financial technology will never completely replace a human Financial Advisor relationship, it is definitely changing the way wealth management firms work.