Home > 
Knowledge and Insight

All Articles


The Google Robo-Advisor?

Added on June 2015 in Thought Leadership
1 visitor like this article | Viewed 3973 times | 0 comment

Summary: Financial technology is booming.CB Insights reported that global investment in fintech companies grew from $4 billion in 2013 to $12 billion in 2014. The majority of that money is coming from traditional banks and insurance companies, but the two biggest fintech spenders are actually the investment arms of Google and Intel.

Social Media Use Up at Firms, but Texts Raise Compliance Worries: Survey

Added on June 2015 in Thought Leadership
1 visitor like this article | Viewed 3882 times | 0 comment

Summary: While compliance officers are more confident in their firms’ use of new communications channels for business, including social media, they’re concerned about the retention and production of text messages, with most firms that allow their employees to conduct business via texts stating they have "minimal to no" confidence in their ability to produce such messages during a regulatory exam, according to a survey released Friday by Smarsh.

Featured Contributors: The Partnership Resource

Added on June 2015 in Thought Leadership
1 visitor like this article | Viewed 3865 times | 0 comment

Summary: We work with partners from formation to succession. We provide a “how-to” guide to get the most out of their specific partnership, so they can have a thriving business and a great relationship. We take business partners through a process; generally this involves assessing where they are, conducting facilitated meetings, and capturing what they have agreed to.

How your peers view robo-advisers

Added on May 2015 in Thought Leadership
1 visitor like this article | Viewed 3903 times | 0 comment

Summary: In a study set to publish in the coming week, InvestmentNews Research, in partnership with BlackRock, surveyed over 400 advisers with the goal of identifying what separates the largest, fastest-growing firms from their peers on a host of issues affecting their businesses today.

Wearable Tech Goes Mainstream

Added on May 2015 in Thought Leadership
1 visitor like this article | Viewed 4548 times | 0 comment

Summary: Wearable technology is the blending of advanced electronics, sensors, and computing power into clothing or accessories that can be worn on the body. Wearables have come a long way, from smart glasses right out of a futuristic movie, to hidden fitness trackers that silently encourage us one step at a time. With the popularity of Fitbit and the fast-selling Apple Watch, wearables have burst into the mainstream.

Your session has expired!

To continue, please log in again.

Your session is about to expire!

You will be logged off in seconds.

Do you want to continue your session?