The founder of Snappy Kraken discusses how technology has changed everything about how prospective clients see advisors, even if they don’t use any digital marketing platforms themselves.
The founder and CEO of Altruist explains why the current state of advisory technology needed a kick to bring it closer to what advisors, and clients, expect.
The founder of Shaping Wealth explains why the true definition of wealth should be 'funded contentment,' or the ability to live a life of purpose and meaning.
LPL's head of advisor M&A discusses what is driving the recent frenzy in mergers and acquisitions, what to look for in buyers or merger partners, and the best post-transaction practices to ensure a successful...