News | Markets

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Thought Leadership

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Curated Industry Content

Research:

• The Role of Technology for Recruitment & Retention in Wealth Management

Podcasts | Zoomcasts

• STANDARD DEVIATIONS PODCAST: Saundra Davis - Balancing Candor and Compassion in Client Communications
• FINTECH & PHILOSOPHY w/ Cindy Taylor: Meet Michael Pinsker of Docupace

Practice Management

• INTELLIGENCE FOR GROWTH: How Advisors Can Use Video To Meet Prospective Clients Where They Are
• WEALTHTECH INSIDER: Here's What Makes a Perfect Match for Advisors Breaking Away or in Transition
• FINTECH CORNER: Using Technology To Unify A Firm
• AI ILLUMINATIONS: Automation is Supercharging The Account Opening Process

Quote of the Week

"Back Again... #Bitcoin Bull is back... Tell a friend..." - Mark Yusko, Morgan Creek Capital