The Reformed Broker
NOVEMBER 20, 2023
.” This is the phrase that came to mind as I was watching Josh Smith walk us through the demo of VRGL last week. I thought to myself it would be impossible for a mediocre financial advisor to hold onto a client relationship if something like this were in use by a rival advisor.
Nerd's Eye View
SEPTEMBER 5, 2022
FutureProof and XYPN LIVE announce the finalists for their FinTechX Demo and AdvisorTech Expos to highlight new advisor technology innovation. Orion (re-)partners with Apex Clearing with an integrated financial-planning-and-digital-account-opening experience for younger clients with smaller accounts.
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The Big Picture
JANUARY 27, 2024
Television ratings for the Iowa caucuses were terrible: CNN averaged 688K total viewers with 194K in the 25-54 demo sought by advertisers in the primetime hours of 8 to 11 pm, while MSNBC averaged 1.15 million total viewers, with 143K in the demo. million viewers, with 402K in the demo. Fox couldn’t crack 2.8
The Big Picture
OCTOBER 14, 2023
He’s giving a demo of the future of war: the military-retail complex. Orbis deploys a unique fee arrangement , where they are only paid a fee when they outperform their benchmark and refund fees to clients when they underperform. But Taffy Brodesser-Akner gives it a shot anyway. ( which has $51 billion in assets under management.
XY Planning Network
APRIL 29, 2024
In an ongoing effort to raise the financial planning bar, the competition has provided emerging FinTech companies with a platform to demo their innovative solutions focused on empowering financial advisors and increasing value for their clients through better advice and a better client experience.
XY Planning Network
AUGUST 27, 2024
Each year, XYPN turns the spotlight to the tech and solutions that support real financial planners in delivering more efficient, profitable, or impactful advice to clients. We call for tech that reinforces the incredible value that advicers—those planners who deliver truly client-centric advice—can use to run better businesses.
The Big Picture
OCTOBER 30, 2023
Featuring hits like Shake It Off, Blank Space and Style, it was originally written during the 2013-14 Red Tour, with demos stored on her phone in a folder named “Sailor Twips” Awarded a Grammy for album of the year, it has spent 325 weeks in the UK charts. trillion in client assets.
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