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FinTech

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The Reproposal: Smart Ways To Enhance Client Retention

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An advisor's “reproposal" toward current clients is just as vital as initial proposals for prospects.

Should Financial Planning Be On Demand? Now There's An App For That

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Carl Richards, an advisor and a former New York Times columnist, says this app should be in every advisor's toolbox.

3 Trends Transforming Financial Advice Now

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These three trends are transforming the lives of investors and the businesses of financial advisors.

How Financial Advisors Can Attract Next Gen Investors

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Developing a digital marketing presence is paramount for advisors wanting to reach the next generation investor.

JPMorgan Weighs Investment In Fintech Startup Yapily

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The bank has been striking dozens of deals in the fintech space.

How Advisors Can Seize Upon Growth Opportunities

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Some consultants say bear markets are a good time to grow a practice.

State Regulators Warn About Uptick In Metaverse Investment Scams

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NASAA is calling attention to a large amount of fraud related to the emerging digital metaverse.

Bankman-Fried Says His Crypto Bailouts Had ‘Mixed Results'

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With bitcoin prices hovering near $20,000, Sam Bankman-Fried said it could always be worse.

Bear Markets Offer A Chance For Advisors To Grow, Consultants Say

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Down times are an opportunity for client acquisition and mergers and acquisitions, they say.

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