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Email and other traditional forms of digital communication take a back seat to new messaging apps, with increasingly well-known platforms like WhatsApp leading the pack.

In the next segment of Sarson Funds’ Defi Series, we will provide an overview and analytical discussion of Fantom (FTM), an alternative layer 1 decentralized financial (DeFi) network.

One of the main characteristics of a Gray Swan event (or events) is that, before an actual event is fully recognized, it is pretty clear and obvious to most people. But, reality being reality, most people will ignore the obvious, or refuse to believe that such a Gray Swan event could actually happen.

The impact of disrupted lives and lost income from COVID-19 will be with us for years to come, and the people who need the most help are often in no position to hire an advisor.

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).

Earlier this month, the financial advisory & fintech industries gathered in NYC for the annual Wealthies awards highlighting the most innovative companies serving financial advisors & among the winners was Practifi.

Cybersecurity is a critical function at any wealth management firm, and at a firm as large as Advisor Group, with six subsidiary firms and well over 10,000 financial advisors nationwide, protecting sensitive or confidential data is no small task.

It’s no secret the discipline of wealth management has moved toward building relationships, understanding client goals, and the kind of work that generations past might have dismissed as “soft skills.”

ComplySci (the “Company”), the leading provider of regulatory technology and compliance solutions for the financial services sector, today announced the appointment of Wendy Fraulo, a finance and accounting professional whose experience spans more than two decades supporting high-growth technology enterprises, as its Chief Financial Officer.

CHICAGO, July 29, 2021 /PRNewswire/ -- Practifi, a business management platform for high-performing wealth institutions, broker-dealers, and RIAs, today announced the release of its new compliance-focused solution to its existing suite of innovative role-based apps. The revolutionary apps surface data, dashboards and reports most pertinent to the different roles within an organization helping teams save time, minimize risk and streamline processes.