Empowering Financial Advisors with Technology: Insights from Celeste Revelli
Technology should not be viewed as a replacement for advisors, but a tool that enhances their capabilities, says Fidelity’s director of digital planning.
Read moreTechnology should not be viewed as a replacement for advisors, but a tool that enhances their capabilities, says Fidelity’s director of digital planning.
Read moreKellan Brown, chief growth officer at Income Lab, discusses the integration of retirement income planning with next-gen financial advising.
Read moreThe image, ad copy and targeting should align seamlessly.
Read moreMatthew Murphy and Rebecca Baker of Marble Wealth discuss their choice to leave UBS and opt for independence, the impact of signing on to the firm’s retire-in-place program, their age as a competitive advantage and much more.
Read moreFPA President James Lee explains why the FPA NextGen conference is a unique event that radiates energy from young professionals passionate about financial planning.
Read moreArtificial intelligence can actually help stabilize the process of buying and selling financial assets.
Read moreFractional operators – dominated by Berkshire Hathaway Inc.’s NetJets and Flexjet — saw a 5.2% increase of flights in the first nine months of this year.
Read moreThe idea of ESG has been changing since the day it was just a twinkle in a marketer’s eye. Now it’s heading into its inevitable end game.
Read moreDanielle Miura transitioned from being a stay-at-home mom to a career in financial planning after encouragement from her husband.
Read moreFrom finance to fintech disruption, CHIP founder Dana Wilson redefines fear and empowers change.
Read moreThat’s when a DC court will issue a mandate that could make effective an August opinion that went in favor of Grayscale Investments, which had sued the SEC as it looked to convert its Bitcoin trust into an ETF.
Read moreThe Reed Finney team from Bleakley Financial and Private Capital Management expand Beacon Pointe’s presence in New Jersey and California’s Bay Area.
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