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It’s important advisors learn to give advice and even comfort in a way that is consistent with research around “stickiness.” What follows is a four-part process, developed at the Orion Center for Outcomes, around giving clients advice in a way that influences behavior change.

“Tokenization, an innovation built on blockchain technology, is making its way from cryptocurrencies to real assets,” said John Sarson, CEO and co-founder of Sarson Funds, a provider of digital asset management and cryptocurrency education resources for financial advisors. “The impact could be revolutionary.”

Fintechs are increasingly coming into their own, with investment banks hunting ways to rub shoulders with the digital crowd. In the past week, JPMorgan made a splash with a fintech investment while the IPO pipeline is filling in the U.S., as well as globally. PayPal is upping the ante for merchants as it boasts its prowess in the competitive payments landscape, while central bank digital currencies are all the rage.

Cryptocurrencies, in particular Bitcoin, have come under recent criticism for being environmentally unfriendly, specifically for the energy it takes to mine and transact with digital assets. Most recently, Tesla founder Elon Musk triggered a wave of volatility in Bitcoin after he opined that the digital currency was not energy efficient.

Advisors today face huge deficits in knowledge, services and products in the cryptocurrency space when compared to retail financial services firms. John Sarson has recognized this when he founded Sarson Funds and now has a full team working to fill the gap.

Financial firms now have a new option to operate in a manner that is compliant by design. Practifi, a business management platform for financial advisory firms, has launched a new compliance application to create a unique, custom-built compliance dashboard within a business’s operations.

Blessed are the media "experts" that can be relied upon to flood the screens and pages with both bubble and doom talk at market peaks and valleys respectively. Gotta keep those viewers viewing and advertisers spending.

More than a CRM, Practifi is an enterprise-grade business management platform designed for high-performing financial advice firms.

When Jahon Jamali first learned about blockchain technology, he knew he had found something that would change the world. “We’re now at a point where I can text someone in Nigeria and have a conversation in real time, but I can’t easily send them a buck,” said Jamali. “It makes no financial sense. With blockchain, we are free of that."

Cryptocurrency investment and education firm Sarson Funds along with Quincy-based QUBIC Labs announced a new collaboration designed to make the historical City of Quincy a major blockchain technology innovation hub