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A vision for an educational platform & resource for clients began last year, “PractifiU” started out as a YouTube channel with 20 videos. Now, it's an on-demand comprehensive learning experience.

The leaves aren’t the only things changing this fall. As the wealth management and wealthtech industries moves into the fourth quarter, they face an...

Last week was topsy-turvy with several silver linings. The digital asset markets are still moving sideways, but there are a few indications that things are looking up.  Here's a recap of the events that occurred. 

Most advisory firm revenues are tied to a fee collected on AUM and with inflation driving up costs, much of the wealth management industry is going to encounter some form of margin pressure.

By Christopher Robbins So much has happened in 2022 that we were almost allowed to forget it is hurricane season in the...

Update? Progress (?) report? Well, kind of. After running the article below at the end of just last December I thought it might be...

By Christopher Robbins What a week it was in digital wealth! In Wealthtech and Investments, Shaping Wealth is offering...

Seriously. What if some deep suppressed thoughts actually happened? Are they the BLACK SWAN events that pop out of the blue? Are they really Grey Swan...

Or, perhaps more appropriately, "Oops!....I'm doing it again." Of course the title comes from pop singer Britney Spears release in 2000 of her monster pop...

Be it the change towards better client service or a more efficient and profitable firm, those of us in and supporting the wealth management industry has every reason to dream big when it comes to technology.