Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
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My New Financial Advisor founder Frank Troise sold his one-year old firm to Invested.In, an online crowdfunding support site this past October — a merging Troise believes will bring advisors more prospects. How? Through crowdfunding &mdash...
Think E-Trade revolutionized online financials? Welcome to crowdfunding — the ability to for anyone to invest in nearly any kind of option or enterprise over the Internet at any time. Should your clients be involved?
Sure you can locate a currency converter site in seconds online. But nothing handles the task as elegantly as Vert. Besides changing your rupees to pesos, the $1.99 app can also translate your furlongs to meters, while calculating your Italian...
The advisors we coach frequently ask us about finding business owners on LinkedIn. In this blog, I’ll show you three simple ways to find current business owners and those who have sold their business. The first two search tactics...
Many brokerages and private banks are looking to their wealth management and high-net-worth groups to restore their profitability. But as technology marches forward, the HNW cohort—especially Generation X—will expect more from their...
There's a new app every day. Some are fun, some are practical, many are neither. Here, ten apps that can boost your productivity and manage your day on the go.
Since the financial crisis, a number of companies, from Silicon Valley start ups to established financial firms, have made big bets that individual users will increasingly get financial advice, portfolio strategies and clear performance metrics...
