If you were to ask any business owner to name what has affected his/her company the most in the past five years, the answer would likely be technology. Looking at the financial services industry in particular, the impact of the digital transformation in this sector is...
Social media has transformed the way people communicate with each other and how brands represent themselves. With today’s social tools, a reputation can be tarnished instantly by a spiteful client. We’re no longer judged as a book is by its cover, but rather by the...
By 2025, it is estimated that women will control or manage approximately two-thirds of the country’s wealth. According to an advisor survey conducted by Charles Schwab & Co., private wealth alone, by 2020, is estimated to reach $22 trillion, and women are...
April is Financial Literacy Month, timed around Tax Day when Americans are focused on money matters. With nearly three of every four adults acknowledging they would benefit from professional financial advice, firms are wise to draw attention to their services this...
Late yesterday, the websites and Twitter feeds of both mainstream business and niche financial industry publications were blowing up with the news around yet another digital advice/financial planning and information company getting bought up by a more conventional...
