The Fintech Fix: Inside the Orion & Asset-Map collaboration
We're excited to showcase our latest integration with Orion Advisor Services. Asset-Map CEO H. Adam Holt, CFP®, ChFC® discusses the benefit of our partnership to the advisor and client experience:
Advisory Trends and Challenges with Kunal Kapoor
The industry is constantly changing, but the main challenge that advisors have always had is communicating their value to clients. Kunal Kapoor, Chief Executive Officer of Morningstar discusses the future of the financial industry, the value of great advice, and the key pain points today’s financial advisors face.
FinTech Connect | NapoleonX
Asset TV's Jenny Ellice speaks to NapoleonX CEO Stéphane Ifrah at the FinTech Connect conference.