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It’s easy to get starry-eyed with any new technology purchase. Platforms aimed at advisory firms typically promise the world, raising your expectations — sometimes to unrealistic levels. When those solutions fail to deliver enormous results, you might think the technology’s inherently flawed or ineffective. It didn’t live up to that promise, so clearly something must be wrong with the platform, right?

A whole decade (plus or minus) of getting used to "the new normal" and then in just a...

Lighten up on ALL positions. It may be a losing proposition, but cash is king/queen. Participate in market moves BUT with smaller positions. Volatility (yes, it's still lurking) demands reduced risk.

Big money flowing into fintech this week, but the top deals are smaller. And by "smaller" we...

Prepare and get ready for significant volatility. The downside is going to be major. Since BITCOIN has never gone through an interest rate spike and rampant inflation, it is hard to see how BTC and ETH will perform.

Now that financial markets have entered into long term bear market declines (yes, 'tis true....bear markets exist) it...

By Gregory Bilecki TWIDW 5/3/22: Fed News & Market Impacts - watch out for market...

CHICAGO, April 27, 2022 /PRNewswire/ -- Practifi, a performance optimization platform for the wealth management industry,...

By Gregory Bilecki TWIDW 4/19/22: Fed News & Market Impacts, Binance launches its first customer...

Leaders of most Financial Services firms and several Advisors keep wondering where and how to start automating their business processes for the best results. The answer to that is rather multifaceted.