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Thought Leadership
Curated Industry Content
Podcasts
- STANDARD DEVIATIONS PODCAST: Why Do We Hate to Talk About Money?
- RETHINK, FINANCIAL ADVICE PODCAST: The Biggest Challenge in Wealth Management
Practice Management
- INTELLIGENCE FOR GROWTH: How AI Can Help Advisors Find The Best Clients
- FINTECH CORNER: How Implementation and Onboarding Fit Into The Fintech Client Experience
- WEALTHTECH INSIDER: These Personal Finance Myths Hold Investors Back
Fintech Quote of the Week:
"Hosting Thanksgiving comes with financial challenges, and some are already feeling stuffed with regret. 60% of Americans are planning on hosting or considering hosting Thanksgiving this year, and they expect 11 guests, on average. Potential hosts expect to spend an average of $361 on food, drink and decor. For parents of children younger than 18, that catapults to $469. However, nearly a quarter (24%) say the high costs could deter them from hosting again next year." - LendingTree (11/13/23)
