How Technology is Reshaping Financial Services

Technology is radically reshaping the financial services industry before our eyes. This paradigm shift is affecting everything from the way we borrow and lend money, process payments, and even the very nature your clients invest. As an investment advisor, you have front-row seats to these incredible changes. Embracing these innovations will help you better connect with clients, distinguish yourself from…

Read More

Understanding the 4 different types of Crowdfunding

Crowdfunding is changing the way entrepreneurs get the capital they need to put their business ideas into action. What is it? It’s simply a method of raising capital through a group of people and individual investors (“the crowd”). Crowdfunding takes advantage of the collective efforts of a large pool of individuals, leveraging their networks for greater reach and exposure. Crowdfunding…

Read More