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Most advisory firms want to scale, but not all of them can. One of the biggest obstacles to scaling is not having the right technology in place, said Adrian Johnstone, Chief Commercial Officer at Practifi, a business management platform for financial services firms.

Trends show that sixty-six percent of children fire their parents’ financial advisor after receiving an inheritance. That’s a massive hit to advisors who currently work with high net worth baby boomers, and a massive opportunity for advisors who are interested in adding emerging HNW investors to their book of business.

Crypto is on a roll across the wealth management space, as Wall Street financial institutions, independent broker-dealers and RIA firms increasingly explore how to offer crypto-based financial products and strategies.

Over the past two decades as clients and the financial industry itself shifted online, advisors embraced education and learning as a powerful tool capable of attracting new prospects, transforming existing prospects to clients and keeping current clients engaged

For those of you who haven't gone out to fund-raise to this sector, let me share a little about it with you. You come to an institutional investor with a new strategy - backtested and perhaps even running money currently. They then look at you and ask for a series of greeks on the strategy - deltas, alphas, betas - god knows what else - and then tell you they need you to have a 3 year live track record and at least $200M in AUM before they can continue the discussion.

Klarna today announces the launch of CO2 insights for all shopping purchases as part of its 1% pledge, involving the donation of $10 million to initiatives supporting planet health

We all know the expression "where there's smoke there's fire," right? Well if you follow events at Robinhood (the commission free stock trading platform) you might feel you are following an arsonist. Fires just seem to continually pop up all around them and the smoke keeps billowing up.

For financial advisory firms to get their technology up-to-date at an institutional level will require some form of data Rosetta stone. That’s where Practifi, a Sydney-based Australian fintech making inroads among U.S. wealth managers, can help, said Adrian Johnstone, the firm’s chief commercial officer.

SaverLife, a national nonprofit fintech company that helps working families achieve prosperity through savings, today unveiled “Hardest Hit: Unheard Voices of the Pandemic.” The new story series chronicles how five low-income women were brought to the brink and are surviving during the pandemic.

As we approach the one-year mark since the onset of COVID-19, it's an opportune time to reflect on all that has changed in the financial advice industry and more importantly, what comes next.