You want to get your company’s name out there and start building your brand. You want to be quoted in tier-one news outlets. You want to advance your career. You want to be a keynote speaker. You want to be able to launch a new product with a tweet because everyone is...
A year ago, the crowd assembled at the at the Fi360 Conference in the Nashville Omni Hotel was moved with anticipation when the Department of Labor (DOL) announced that the “fiduciary rule” would begin to be enforced in early June 2017. Today, the DOL’s version of...
Mark Zuckerberg, you have 487 new notifications. Not from friends, but from inquiring minds in the media. If you think his life is bad as this Cambridge Analytica scandal remains in the headlines, just imagine what life could be like inside your firm should a crisis...
“I don’t need you. I can just do it myself.” That’s the phrase advisors have feared since the first online discount brokerages started marketing to the average investor. The same feeling that empowered a generation of day-traders, inspired the dawn of the...
Elon Musk once famously likened the rise of artificial intelligence to “summoning the demon.” While the infiltration of technology into the financial advice landscape isn’t being described quite as ominously, the relationship between the two is nothing short of...
