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Taking Tech to the Next Level

Technology has become a critical component of advisors’ day-to-day lives – but with so many tech options on the market, how can advisors be sure they’re selecting a platform or product that will truly elevate their practice? To discover the tech pioneers who are truly shaping industry innovation, Wealth Professional reached out to readers across the country, asking them to name the vendors they rely on for financial planning tools, CRM, back-office support, portfolio management and digital marketing. More

Why You Need a Grown-Up App for Clients

Andy Aziz discusses in a new article published in ThinkAdvisor how wealth managers are swimming against the current in today's increasingly digital environment without an attractive, user-friendly mobile application.More

Second Issue of the d1g1tal Newsletter – May 2021

Welcome to the second edition of the d1g1tal Newsletter. In a year where a global pandemic has turned our world upside down, we have been very fortunate to continue enjoying extraordinary growth. More