As Amazon Looks Toward Finance, Advisors Must Rethink What They Offer
Amazon is moving into finance, and while they may not be offering wealth management, advisors should still be aware of potential future challenges.
Recent
With AI, CFOs Are Poised To Evolve Their Role Within Organizations
Traditionally, it wouldn’t be a mistake to think of a CFO as a keeper of history, accurately recording an organization’s past.
Advisors Need to Guide Clients on Not Going All-In with Cryptocurrencies
Cryptocurrencies will certainly play a role in the future — there’s no predicting when this will happen nor which cryptocurrency will dominate.
From Brexit To Bitcoin, How Cambridge Analytica Did It (And How Advisors Can Too)
Targeted ads. Pattern matching. Big Data. Ambitious wealth managers already use the tools making headlines for moving nations to attract assets.
How Uber's Self-Driving Technology Could Have Failed In The Fatal Tempe Crash
Investigators are descending on Tempe, Ariz., to investigate the death of a woman struck Sunday night by an Uber self-driving car.
Joanne Smith Joins Innovest Systems as COO
Innovest Systems announced that veteran financial services executive Joanne Smith has joined the company as COO.
Envestnet Wins Three 2018 Family Wealth Report Awards
Envestnet received three 2018 Family Wealth ReportAwards at an awards dinner held at the Mandarin Oriental in New York City on March 8, 2018.
