Technology

Technology is changing the financial services industry and investing to meet the demands of investors for more social interaction, more transparency and lower costs, said Hardeep Walia, co-founder and CEO of Motif Investing during NAPFA’s...

Antoine Walker Needed to Listen to His Financial Advisor Former Boston Celtics power forward and NBA All-Star Antoine Walker talked to Bloomberg's Pimm Fox about how he lost $110 million, spending it on exotic cars, jewelry and handouts to a pos...

We’ve all heard the adage: You’re one cup of coffee away from a comfortable retirement. Well, now that cup of coffee may actually help you—or your clients—save faster...

True Potential’s Managing Director David Harrison believes giving clients some control over their own investments is a smart move. True Potential’s ImpulseSave is a mobile app that lets UK investors “close the gap” on...

Even online the written word is the fundamental tool to inform and persuade. Here are some tips and resources to help advisors improve their prose.

Myth Busting 101 It's a DIY world, where everyone thinks they can cook a meal, renovate a house, fix a car or spin out high-quality crafts simply by watching a few YouTube videos. But clients should be disabused of the notion that they can do fi...

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