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    Business Growth

    The Fintech Effect: How Fintech is Changing Business

    by J. Wesley Knowles May 1, 2018
    written by J. Wesley Knowles

    Updated September 6, 2023, at 12:27 PM

    Many believe that financial services is currently undergoing one of the most significant transformations in history. As innovations become relevant, an ongoing metamorphosis will reshape procedures and practices throughout the industry. An impact being experienced primarily in the customer service sphere, where this evolution is expected to remain a positive force overall.

    Fintech ingenuity and will continue to change the framework of the value chain as well as the way firms compete for business in years to come.

    Continue Reading

    May 1, 2018
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  • Business Growth

    Advisor Advice: Errors with Heirs

    by Surge Business Consulting April 16, 2018
    by Surge Business Consulting April 16, 2018

    If you remember nothing else from reading this piece, remember two numbers: $41 trillion. 92,000,000. These are two key figures that will reshape the investing community by mid-century.  In the coming years, …

    4 FacebookTwitterPinterestEmail
  • Products + Planning

    Try This Multi-Generational IRA Strategy for Clients With IRA Assets

    by Chris Vance April 3, 2018
    by Chris Vance April 3, 2018

    Updated October 6, 2023, at 11:22 AM Do you have clients who are under the age of 70 ½ who own an IRA, but have no desire to take withdrawals from their …

    5 FacebookTwitterPinterestEmail
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