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Nexus Strategy President Tim Welsh takes a closer look at how the Coronavirus pandemic is impacting fintech and changing the way advisors do business.
Harness Today’s Tech
Setting Clients Up For Success
Providing an Ongoing Partnership
What's Next on the Digital Journey?
Envestnet Money Guide Cheif Growth Officer Kevin Hughes outlines how technology can improve planning for an advisor's entire book of business, how to create cost effective engagement strategies for...
People Proud of Their Portfolios Beyond Performance
Scaling & Improving Workflow for Advisors
Improving Workflow and Removing Paper from the Process
LendingClub Buys Radius Bank
Digital Engagement & Financial Planning: Past, Present, Future
Step Back From Shiny Objects, Revisit Practice Goals & Fine Tune Your Approach
Advicent COO Anthony Stich explains why advisors need to ditch Microsoft Excel and embrace technology so that they can ultimately improve their practices and elevate the planning they provide to...
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