2018’s Unconventional Conferences: Tech and Fintech, Finance, Banking and Insurance

See which unconventional conferences are best to attend as a financial industry professional for learning, sales, lead generation and speaking opportunities.

Xtiva How To: Get Business Phone Number(s)

This video tutorial on how to get business phone numbers by Xtiva shows financial professionals how they can create and route phone numbers.

Boost Your Advisory Business with a Professional Profile

Whether a byline on an article, a Twitter bio, or your professional website, knowing how to convey your experience and professionalism can mean big business.

Project Liberty and the Self-Disruption of Xtiva

From compensation management to a full stack Sales Performance Management platform, our self-disruption story.

Xtiva How To: Set Up Alerts for the Internet

Learn how to set up alerts and never miss out on a piece of news again with Alerts that go straight to your inbox!

What Clients Want to Know: Questions a Wealth Manager Should…

Well-prepared clients looking for a new financial planner or wealth manager have good questions - and here's how to have good answers.

The Destination is Maximum Advice

What is your financial advisory business doing to ensure your customers receive the best advice you can deliver?

The DOL Fiduciary Rule is Dead; Long Live the DOL…

Fifth Circuit Court's decides to vacate the Department of Labor's fiduciary rule, yet fiduciary advice is stronger than ever.

Women making a difference in financial services

Observations from the 3rd annual Women to Watch awards luncheon in New York City on March 13, 2018.

Top Reads on Incentive Compensation

Seven articles that offer valuable insights into incentive compensation in the financial industry.

10 Ways Advisors can Prosper in the new Wealth Management

Here's how advisors need to adapt their practices so that they can not only survive, but thrive, in the new wealth management industry.

Robo-Advice and the Great Reckoning

A great reckoning is underway in wealth management, accelerated by the emergence of the robo-advisor.

Year of the Advisor: Takeaways from 2018 T3 Advisor Conference

Advisors need to stop worrying about technology and embrace it. This and other key takeaways from the T3 Advisor Conference.

Top Posts of 2017

As we look ahead to 2018, here are our 5 top posts from 2017.

WealthTech Trends to Watch in 2018

Digital wealth management trends to watch in 2018, featuring contributions from leading wealthtech and fintech influencers.