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Another week of fintech headlines is upon us, and as usual, there’s a lot to say.  First, however, we should give thought...

The Game of Monopoly... Monopoly, the game, is about 'growing rich' by buying properties, charging rent, and making 'smart decisions' to stay...

To stay ahead, wealth organizations heavily rely on accessible finance content that can keep their clients updated on the latest financial news and provide financial education.

Good wealth management marketing meets clients where they are. That increasingly means that video is the way to go, according to Clout by TIFIN, an AI-powered advisor content marketing platform.

Technology has long been a force for unity within financial services firms, but not always in a good way. offering little in the way of data-sharing, said Adrian Johnstone, President of Practifi.

While the rapid advancements in financial technology will never completely replace a human Financial Advisor relationship, it is definitely changing the way wealth management firms work.

Recognizing that, even amid the recent Covid pandemic, advisors are breaking away from brokerages and switching between firms at an accelerating rate, Orion has entered the matchmaking business.

S&P 500 and equities are continuing to expect both strong earnings AND a Fed easing. However, ignoring world events plus interest rates NOT easing will result in a HUGE disappointment to investors.

Friends, what news is news?  We ponder this DEEP EXISTENTIAL QUESTION while also delving into a large state's new crypto legislation and how technology affects advisor recruiting plus more. READ UP!

  The industry continued bringing out solutions that solve everyday problems with digitization and AI at the core. Enfusion launched its management offering. Citi successfully integrated with...