James Turner
Director at Turner Little

The future belongs to those who plan for it, and when it comes to wealth management, succession planning or safeguarding your assets against unforeseen circumstances, it’s never too early to start see more

Christopher Monaco
Content Marketing Manager, Financial Services at Seismic

Last week William Trout, Senior Analyst at Celent, presented a webinar on the evolution of artificial intelligence (AI) in wea see more

Christopher Monaco
Content Marketing Manager, Financial Services at Seismic

This past Monday Celent’s Senior Analyst of Securities and Investments see more

Christopher Monaco
Content Marketing Manager, Financial Services at Seismic Software

One of the best visuals juxtaposing expectations against reality takes place within what is widely considered a masterful scene in the adored romantic comedy see more

Christopher Monaco
Content Marketing Manager, Financial Services at Seismic

Last Wednesday the Financial Communications Society (FCS) held a Boston luncheon on marketing financial services to Millennials. see more

Christopher Monaco
Content Marketing Manager, Financial Services at Seismic Software

As we approach the six-month mark of the Department of Labor’s final ruling on fiduciary care within wealth management, it’s worth looking at where, legally speaking, the piece stands, how affected see more

Phil Siarri
Principal Advisor at psiarri.xyz

Robo-advisors are one of the most talked about subjects within the fintech ecosystem. On paper it’s a great concept and consumers around the world are giving them a shot. see more

Christopher Monaco
Content Marketing Manager, Financial Services at Seismic Software

The proliferation of robo-advisor platforms has bee see more