With the proliferation of fintech innovation, advisors have hundreds of thousands of digital tools and services at their disposal to automate tasks, build financial plans, track performance, analyze markets, predict behaviors, and improve communication. It’s an explosion of new capabilities, with fintech investment increasing by 84%, from $12.7 billion in 2020 to $23.4 billion in 2021, according to Deloitte.
Pre-retirees and retirees seem to have totally different outlooks on retirement and how they perceive their given situations. The data shown in the infographic below comes to us from Gallup’s annual Economy…
In business, continued success and growth result from developing personal relationships and strong communication with your clients. To become a leader in the financial industry, you need to engage on a more…