The wealth management industry is in the middle of a transformation. Contributing factors include the ever-growing expectations of a new generation of investors, a continuous influx of innovative ...

Patric Glassell, chief growth officer at Kwanti, discusses the importance of true hyper-personalization in wealth management and wealthtech. He highlights the need for advisors to continually evaluate ...

Rapid growth is an exciting development in business. Beyond increasing revenue and empowering team morale, it's an opportunity for a business to expand operations in order to reach a wider audience of ...

Patrick Shaddow, CEO of Syntax Data, shared how their partnership with Advyzon enables advisors to create custom indexed portfolios, previously available only to high-net-worth individuals. By ...