What is DeFi?
DeFi is blowing up the financial system by changing the assets we can invest in and how we buy, sell, lend, and store them.
How to Combine FinTech and Your Humanness to Build a Thriving Advisory Business
Lex Sokolin on the sweeping changes in the fintech landscape and what new skills advisors will need to thrive
Your Value is in Transforming, Not Informing Your Clients
Advisors can use technology to create augmented service relationships that will help transform how their clients plan and how they live their lives