The New Fintech Disruptors: How Can you Benefit?

Financial technology is a democratizing force that can change our lives by making financial tools and services accessible, faster and more easily understood — most times at a lower cost. Complex algorithms now often take the place of traditional advisors, perhaps offering more efficient and personalized products for end users.

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3 Ways Technology Will Change Your Finances

With the advent of technology, we’ve seen men on the moon, self-driving cars, and the rise of artificial intelligence. All of that’s exciting, but not all too relevant to the average person’s day-to-day life. However, coinciding with technology’s advancements of 2016 is a FinTech golden age with the power to change your personal finances.

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Why Staying Ahead Of Tech is More Vital than Ever

A growing number of them are prioritizing technology investments, which means advisors who aren’t risking falling behind the curve in productivity and quality of service. According to a recent survey by Financial Planning, zero advisors plan to cut their technology budgets and half plan to increase their spending this year.

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How to Discuss Philanthropy with Financial Advisory Clients

As a financial advisor, you’re a guardian and guide for your client’s financial well-being. But when it comes to philanthropic giving, many advisors cede that role and avoid engaging their clients on the subject. Don’t make that mistake. If you have a client inclined to philanthropy, you have a responsibility to guide them in that process.

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