An inspiring piece for not just RIAs but anyone running a small business

Looking for a truly new loyalty/revenue/acquisition/anti-fraud ROI solution that gets consumers out of the call center? Let's talk (demo is under 3 minutes, and you've never seen anything like this before) Al Pascual Matt Macomber@FraudWall lnkd.in/gyQKdwn

Envestnet MoneyGuide to Launch Premium Version of Plan Analytics | t3 Technology Hub shar.es/abTq78 Great write up Joel Bruckenstein, tons of utility, esp in Plan Pulse

if you're a #wealthtech startup, make sure you check out the FinMason FinSpring offering.

Everyone with money worries about protecting it, but when it comes to new breaches occurring every day, they don't know how. With bad advice and inauthentic products flooding the market, there's a shared financial health opportunity for FIs and consumers!…lnkd.in/gqArrQy

Identify Your Ideal Client Before You Determine Your Tech Stack wealthmanagement.com/technology/ide… Great piece by Matt Sonnen. I always say you need to ask why 5 times before making a decision or providing a recommendation.

I like your points Joel Bruckenstein - the scale to broaden reach and the option to talk to a human when complexity and uniqueness are uncovered

Jim Bruene on Breach Clarity’s value to FIs in two sentences: “Security is the number one concern of digital consumers. Anything you can do to make them worry less is money in (your) bank.” fintechlabs.com/fintech-startu…

What are the implications of the #SolarWinds hack? For starters, this was what we call a '#breachcomplex', or a cluster of interrelated but separate breaches. Why is this distinction vital? Because of the harm that the resulting separate breaches (estimat…lnkd.in/geMuybK

"While 84% of wealth managers believe AI will transform their industry in the next five years, just 28% are currently scaling it across their businesses." North American Wealth Managers Have Not Fully Embraced #AI j.mp/3pivGBc via Scott Reddel Accenture #wealthtech

5 mistakes financial advisors must avoid advisorengine.com/blog-feed/5-mi… via Charles Paikert?lang=en

For my contacts in the business, Ledwith Financial Wealth Management is an advisor and good friend. The only thing better than his advice just might be his cooking.

and to show how the advisor has performed in past periods of market stress

Check out my latest article: Reap the Whirlwind: Low Financial Literacy Poses Brand Risk as Newbies Enter the Investing Fray linkedin.com/pulse/reap-whi… via LinkedIn

Day 5: Fundraising day. We made a video and each of the kids was asked to enter emails and cell numbers.We have a donor that will match anything up to $10,000! Teaching these kids how to prospect...life skill.If you’d like to contribute here’s the link ets.rocks/3dKTjO9

Don't forget to pencil in the SNL opening as a key market event risk for next week.

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We're making #fintech news at Finextra!📰 Read more about how InvestorEQ, the behavioural finance tool at the centre of our integrated wealth management platform, is now available to help financial advisors meet their business development goals and strengthen client engagement.

I wrote this article, and I thought I’d share it with you. letsmakeaplan.org/financial-topi…

"Are you proud of the experience you are delivering to your client? AdvisorEngine CEO Rich Cancro wants your firm ready for the future. #T32022 aetech.cc/37SP98g