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Summary: The increasing cost and complexity needed to operate as a financial adviser in today's environment is creating a market ripe for mergers and acquisitions.
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Summary: [Slideshow] In the wake of the ransonware WannaCry attack, now is the time for wealth managers and fintech platforms alike to review their cybersecurity practices to avoid being the next target.
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Summary: Clients who rely on Amazon's Alexa to order dog food on command and Venmo to instantly transfer cash to friends are not going to be satisfied with a financial adviser who promises to answer account questions in a day or two.
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Summary: When talking with advisors about adding or replacing software, I’m surprised at the criteria they provide during the initial discussions.
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Summary: [Slideshow] The digital tools available to help advisors have never been better, but there are so many of them. It seems like you hear about a new CRM or automated investing platform every week, each with its own set of bells and whistles.
