FINSUM
How to Build a Relationship With the Next Generation of Clients
The next generation of investors want diversity and green investments, but how do they want that delivered?…see the full story on our partner Positivly’s site
Helping Clients Understand Volatility
A little under a month ago the VIX spiked dramatically due to bitcoin reverberations in tech markets and macro inflation trends, and it's trending…see the full story on our partner Positivly’s site
Trust is Still the Catalyst for Client Connection
A new generation of clients always brings a new set of needs to the table, and as much as technical features and analytics are important, trust…see the full story on our partner Positivly’s site
SEC is Dramatically Escalating Reg BI Enforcement
(Washington)
The moment that brokers have been dreading for months has finally arrived…see the full story on our partner Magnifi’s site
ARK Innovation ETF is making a comeback
(New York)
Cathie Wood’s Fintech ETF, ARK Innovation (ARKK), has had a rough couple of months. Most of ARK’s ETFs were in a similar position, but…see the full story on our partner Magnifi’s site