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While it’s hard to predict with certainty when COVID-19 will be in the rearview mirror, the end does seem to be in sight as firms, industry associations and advisors are all starting to contemplate holding certain events and meetings on an in-person basis, commencing in the closing quarters of this year.

We’ve all heard of Darwin’s theory of evolution and his notion of the survival of the fittest. The need to adapt to the environment around you and overcome the obstacles ahead of you isn’t just academic, it’s essential to the evolution of your business.

Consisting of five software businesses now under one brand, the new intelliflo will be able to offer its customers around the world a broader range of end-to-end solutions that span the advisory lifecycle, from financial planning and practice management to portfolio management solutions, digital advisory and managed services.

We’d like you to meet Adrian Johnstone, Chief Commercial Officer of Practifi, a business management platform that helps financial advisors unify their disparate tools, strengthen client relationships and scale their business.

Men still dominate the fintech landscape, according to Deloitte. Beyond that, Inclusive Fintech Benchmarks data found that women don’t even benefit on the other end — a service gender gap also exists

The biggest advantage of nurture emails is that they allow you to get hyper-specific with your message. Instead of sending a general broadcast email like a newsletter, you can send only content relevant to a person’s interests.

Monetizing your business is the culminating and selling of your life pursuits. It can be an emotional time, even bittersweet, as you celebrate your successes yet bid adieu to everything you’ve worked so hard to achieve.

The 10th Annual Smarsh Risk & Compliance Survey, which encompasses 450,000 professionals supporting more than $1.3 trillion in assets under management, emphasizes that the widespread and rapid shift to remote work models in response to the pandemic is unlikely to be fully reversed, with many wealth management firms likely to embrace large populations of remote employees going forward.

If Robinhood’s “Payment for Order Flow Revenue Model” is responsible for anything, it is for driving innovation and helping bring industry-wide brokerage commissions down to zero so that retail investors can trade commission free.

As I’m sure many of you feel, your business is your baby. And as you would a child, you want to see your business mature and achieve its full growth potential. There’s no set way to run a business, which means there’s endless ways to grow, innovate and achieve success.