Make the Most of LinkedIn for Client Acquisition
A study found that advisors must look beyond overused methods for prospecting like email, toward more engaging tools such as LinkedIn.
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Analyst: Bitcoin is Unworkable as Part of a Portfolio
A Bernstein analyst warns against being drawn into bitcoin by the fear of missing out.
Digital Bonds Platform Launched for Independent Advisors
A startup has launched a cloud based application that allows advisors to find, compare and evaluate municipal bonds.
Fintech's Answer To The Global Retirement Crisis
Fintech innovators have the multi-trillion-dollar global retirement income market in their sights. An exciting example is the advent of blockchain-se
Innovest Global Inc. Acquires National Call Center with 30 Year History
Innovest Global Inc. has acquired Call Center Resources
Creating A Culture Of Digital Transformation In 2018
When I work with customers and we chart out the issues they believe their digital transformations will face, the lists are often the same.
Why Artificial Intelligence Is The Future Of Accounting: Study
After decades stuck in research labs, AI is ready for prime-time
