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COVID-Proofing Your Financial Advisory Practice

Author: Jim Eckel No Comments

The COVID-19 pandemic has caused businesses across industries to review how they function and engage with their clients. The market uncertainty has naturally put tremendous pressure on the financial advisory industry as we know it. The sudden devaluation of businesses and the loss of key client accounts has created a liquidity crisis. The pandemic is […]

Blockchain and Financial Advisory: Why It Matters

Author: Jim Eckel No Comments

Blockchain, cryptocurrency, digital wallets, tokenization. We hear these buzzwords a lot in the financial advisory space. What are they? Why do they matter? Blockchain is set to transform the finance sector in fundamental ways, so independent financial advisors need to have a working knowledge of what it is and how blockchain solutions can help their […]

Crypto and Financial Advisory: Helping Clients get a Foot in the Door

Author: Jim Eckel No Comments

As we discussed in Blockchain and Financial Advisory: Why It Matters, blockchain is the technology on which the first and best known cryptocurrency, Bitcoin, is built. But why does the crypto space matter in the first place? And how can financial advisors intelligently leverage crypto to create value for clients? Let’s find out: As of […]

Why it is time for Independent Financial Advisors to go Digital

Author: Jim Eckel No Comments

Why is it time for independent financial advisors to embrace digital transformation? We dive in to address this question in detail and understand why financial advisors are going digital and what they are doing to enable a digital transformation in their businesses. Digital is more important than ever. COVID, lockdowns, and WFH have accelerated the […]

Key Market Trends in The Financial Advisory Industry & The Way Forward

Author: Jim Eckel No Comments

  “Expect the best. Prepare for the worst. Capitalize on what comes.”, these words by Zig Ziglar, capture the essence of what’s going on with the financial advisory sector today. Financial advisory showed promising growth over the past decade and accounted for 29% of the global consulting industry in 2018. The future of the financial […]

What is ESG Investing?

Author: Jim Eckel No Comments

What is ESG investing? If you’re the type of investor who believes in putting your money where your mouth is, then ESG investing is probably right for you. ESG – which stands for environmental, social and governance – investing takes value-based factors into account, not simply whether or not a stock or bond stands to […]

Robo Advisors – What are they?

Author: Jim Eckel No Comments

Is a Robo Advisor right for you? Man or machine? Which financial advisor is right for you? Robo Advisors – automated online platforms that create investment portfolios and financial plans for individuals through computer models – have been grabbing an increasing share of the financial advisory business. Indeed, many traditional firms, including Morgan Stanley, JP […]

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