0 visitor like this article | Viewed 3838 times | 0 comment
Summary: In our ongoing efforts to help advisors prepare for what’s to come, I agreed to be sent on assignment into the year 2039 to interview a financial planner who has successfully made a variety of significant transformations.
0 visitor like this article | Viewed 4230 times | 0 comment
Summary: More than four out of five financial advisors are using social media for businesses purposes and close to 100% are using social networks for business or personal purposes, according to Putnam’s sixth social media survey.
0 visitor like this article | Viewed 3781 times | 0 comment
Summary: Financial technology companies are in such a hurry to get work done as soon as possible, they may be overlooking an extradordinary talent pool, according to Jason Young, the CEO of Mindblown Labs, an education technology company.
0 visitor like this article | Viewed 3917 times | 0 comment
Summary: For a third year, InvestmentNews is recognizing the innovative leaders of the financial advice industry who are shaping and transforming the profession.profession.
0 visitor like this article | Viewed 3843 times | 0 comment
Summary: The biggest drivers were double-digit scores above the index median on competence and character. Marcus, Venmo and Finn are digital-savvy brands that meet and often exceed customers’ expectations of their products and services, according to BrandCap.
