RIAs who are seeking balance between evolving high-tech solutions with high-touch advisory services may need to consider a tech-forward TAMP. The TAMP model continues to be appealing to advisors becau

After spending years in a suit and tie and feeling held back by technology within the broker-world, Derek Notman, CFP, made the decision to take his practice completely virtual. While that was back i

From the metaverse to alternative investments, the future of investing is going to look very different. Alternatives have historically been reserved for institutions, as alternative asset managers tar

Investors are looking for more complex advice, so how is technology helping bridge the gap in areas of financial planning that are currently underserved, like estate and tax planning? In this episode

The fixed income market is 30x larger than the equity market, but while 92% of equities trade electronically, fixed income continues to be dominated by voice trades and manual processes. Fortunately,

Time. Its the one thing advisors need more of, and fortunately, Catchlight is on a mission to save advisors time and help them reach their top leads quicker. In this episode, Shannon Rosic, Director

Financial advisors are struggling to meet client demands in a post-pandemic, virtual world. Research shows that investors want more virtual services, and a one-size-fits-all service model does not wor

To help practices monitor, measure, protect and grow their business, FP Transitions provides a valuation driven by customized benchmarks against 50 to 60 key performance indicators. The end result is

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