Technology

Why passphrases aren’t enough to keep clients safe Why passphrases aren’t enough to keep clients safe

Technology

Why passphrases aren’t enough to keep clients safe

"There's no replacement for knowing your clients when it comes to protecting them from fraud"

By Jonathan Got |December 11, 2023

3 min read

What’s new in fintech? Fallback Image Decorative pattern

Technology

What’s new in fintech?

Firms look to make financial advice more efficient and client-focused

By Maddie Johnson |October 26, 2023

3 min read

AI tools for financial advisors are already here AI tools for financial advisors are already here

Technology

AI tools for financial advisors are already here

From meeting prep to constructing financial plans, here's how advisors are making use of new tech

By Mark Burgess |September 28, 2023

5 min read

The slow work of converting social media followers to clients The slow work of converting social media followers to clients

Technology

The slow work of converting social media followers to clients

Committing to a platform and showing your personality can help with prospecting

By Mark Burgess |September 22, 2023

3 min read