Could “less be more” in financial planning? The truth is, most prospects and clients don’t need a 30-page financial plan. Virtually none of them want
Why Hyper-Personalization Should Be At Your Firm’s Forefront When your clients browse social media, they’re served personalized content. When they stream movies or music, they
SEC’s Request for Comment On Digital Engagement Practices (DEPs) Puts Fintech Practices Under a Microscope
On August 27, 2021, the SEC issued a press release “requesting information and public comment on matters related to the use of digital engagement practices
Why Today’s Modern Advisor Needs Their Online Risk Tolerance Questionnaire To Be Part of an Integrated Fintech Platform
Gone are the days a risk assessment should be conducted on paper or in a spreadsheet. These processes are cumbersome, slow, and prone to inaccuracies.