ppro - search results

Digital natives expect to be served with technology and usually like technology to be part of every touch-point they have with...

Innovation continued to thrive in the industry, with bad actors taking their moves to new lows. Regulatory actions remained tight, with rising institutional interest. The...

Teresa Leno, CEO of Fresh Finance, says that while online reviews can benefit advisors and wealth organizations in many ways, there are also potential drawbacks to consider.

The demographics are telling: More Americans are turning 65 in 2024 than ever before. The precipitous decline in defined benefit programs, recent economic uncertainty...

This week in AI and Finance we have to ask a question—though we acknowledge that we might be asking it prematurely:  Where are all the...

In our recent DWN interview, Michael Partnow, Group President, Wealth Management at JIFFY.ai, shed light on advisor transfers, and transforming the moving experience from “darkness” to “transparent.”

In a world where trillions of dollars are poised to shift from one generation to the next, the stakes for financial advisors have never...

Summer is winding down, but the wealthtech news feels like it’s winding up.  2024 may go down as the year without a...

Niche sectors ruled last week with evidence of improved and seamless innovation occurring. Fintech firms lowered the barriers to market entry, especially for several...

Last week was (seemingly) all about Bitcoin. That said, the industry hit several (significant) milestones, with regulators following each move in tow. The headlines: There...