As financial professionals, we watched as 2020 quickly carved an entirely new business environment, creating an incredible new set of challenges and opportunities in our ...
In our last post, we talked about advances in fintech that have empowered financial professionals to be more accurate, efficient, and informed, which facilitates better ...
Financial technology, or fintech, is nothing new. For decades, financial professionals have become progressively reliant on advances in software and other technologies to streamline our ...
We’ve all read countless blog posts, articles, and other content over the last decade talking about Millennials in the workforce, and how they’ve helped change ...
It’s been a tumultuous year. Business owners are hyper-focused on monitoring their company’s health, knowing that keeping up to date on their resource management, payroll, ...
For decades, financial professionals have been working to integrate new technologies into their operations. Unsurprisingly, the global pandemic sped this process up for many advisors. ...
In uncertain economic times, people tend to do one of two things: freeze (and panic), or act without thinking, because they feel the need to ...
Whether you’re a scaling technology company like us, or financial institution like our customers, we all have to work to earn the trust of prospective ...
Business owners hire advisors to offer timely, data-driven advice that will help solve challenges the company is facing. Advisors (i.e., banks, accountants, wealth advisors) need ...