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As a forward-thinking advisory firm, you know that to stay competitive against changing market forces, your services need to create value for your clients and your operations need to meet SEC compliance regulations.

Technology can help wealth management businesses discover operational efficiency, allowing staff to spend less time on day-to-day, repetitive tasks and more time on value-additive client-facing activities.

Technology should be implemented for the sake of people, the industry and to make our world a better place today and for future generations. But technologists don’t always have the people top of mind.

Telecommuting will be one of the lasting legacies of the pandemic. Whether that means workers go fully remote or come in a couple of days a week, no one knows for sure. But it's safe to say that the era of everyone gathering in an office Monday through Friday is mostly over.

Friends, this week the VC numbers ratcheted down QUITE a bit in the fintech sector. What gives with that? It's probably coincidental that it has coincided in some part with the dramatic stock market declines in the US this week, because these deals take some time to close, but still, the coincidental timing is quite curious.

Everyone who works at your firm has different needs, routines and workflows. If your CRM only allows for a single view common to all of your stakeholders, it’s a sign you’re in need of an improvement.

Crowdfunding has doubled in the US - growth Matt Belcher of Cal-Tier believes is driven by regulatory clarity. expanding opportunities and better technology

Behavioral finance has discovered a tendency in humans to create “mental accounts” or “buckets” and having a bucket earmarked for safety can go a long way toward calming the nerves of rattled investors.

The highest performing advisory firms in the world leverage data analytics, AI and machine learning to gain insights into business performance and provide a superior client experience. By implementing and following data management best practices, these firms maximize value from their data and achieve their desired results.

Invest. Save. Invest. From a young age, individuals are encouraged to plan their futures in order to grow and manage their wealth over the course of their life. In today’s day and age, we are exposed to a whole new asset class: digital assets.