Blog – Why Relationships Still Matter in a Digital Self-Service World

Digital self-service technology is here to stay. Today, nearly everyone uses technology to track their finances, and many also use automated wealth management tools to invest. Today’s tech-savvy [...]

Embracing Change for Ongoing Success

From Luxury to Necessity Are you a technology junkie that runs to stand in line every time there is a new release? If so, chances are you belong to a small group of consumers that thrive on [...]

Calculating the Real Cost of Tech Ownership

As the financial sector evolves amid market shifts and regulatory changes, technology is a must-have for wealth management firms. Financial technology enables advisors to stay connected to [...]