Whats in a name? Acting as a bridge to better retirement, Pontera enables retirement savers to get help managing their 401(k) from their trusted advisor. In this episode, Shannon Rosic, Director o

The ultimate objective to create an end-to-end, holistic wealth management experience seems simple in theory, but it continues to be difficult for the wealth management industry to execute on. Fortuna

Summary Bento Engine said it best: Even the best advice, delivered at the wrong time, can fall flat. Financial advice delivered too early or worse, too late can have the opposite effect of its int

Would you rather walk through 37,000 different financial scenarios with your clients or review a one page sheet simplifying the financial plan? Not to mention having the ability to showcase what reall

RIAs need to find ways to continue to be profitable and scale, even when the markets arent offering much growth. While technology has advanced in leaps and bounds, with new products and services bein

As an advisor, your clients dont necessarily care about what CRM tool or planning software you use. They care about HOW you use that technology to engage them and help live their best life. In other

Technology innovations continue to shake up the wealth management industry. More than ever, advisors need to be aware of the solutions and tools available, and how theyre ultimately impacting the fin

As more individuals enter and approach retirement, the role of a financial advisor is changing rapidly. An increasing number of clients need their advisors to act as personal risk managers and focus

Cryptocurrency is a hot topic with many investors yet, financial advisors are still in the early stages of learning and navigating the evolving world of crypto and digital assets. Mark Bruno, Manag

Are investors outpacing advisors in their understanding of crypto and digital assets? 16% of advisors say they recommend bitcoin and other digital assets, yet 24% of American adults own crypto. Its i