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Smartleaf’s Zero-Effort Revolution: How True Automation Frees Advisors from Portfolio Management
Smartleaf President Jerry Michael explains how automation eliminates operational friction in portfolio management—making personalization effortless.
The Tenuous Peace Between Trump And The $30 Trillion US Bond Market
Since President Donald Trump's 'Liberation Day' tariffs pushed the U.S. bond market into revolt, his administration has prevented another flare up.
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Kirk Douglas Lived Well, Died Rich And May Trigger $200M Los Angeles Range War
Old Hollywood didn’t pay stars well by modern standards but Kirk had the wisdom to own his most iconic films. Philanthropy will force tough choices.
10 Predictions About Wealthtech in 2020
Xtiva talked to 20 of the top wealthtech influencers to determine what’s on the horizon for Wealthtech trends in 2020.
Financial Institutions need to leverage technology to drive growth
Banking is set to change more in the next ten years than it has in the past generation as Millennials approach their 40s.
The myth of memory decline and how to rejuvenate your brain
We really are wiser after 70, insists leading neurologist Daniel Levitin.