The SECs new marketing rule resulted in sweeping changes to how firms can market themselves and interact with investors. Fortunately, modernization of archaic regulations has seen digital platforms t

Over the last year, the wealth management industry has faced extraordinary market conditions and macro-economic challenges, causing many firms to reconsider their operational strategies. New technolog

Financial advisors have a plethora of options when it comes to building their tech stack. But, how can they ultimately leverage new technology to deliver a meaningful client experience? In this episod

Many firms are sitting on a plethora of data, but have struggled to unlock the true value of it all. Integration enables (often disparate) systems to communicate with each other, and data integration

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