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Ethics 101 for Financial Advisors: What You Need To Know…

We’ve seen regulations meant to protect consumers and firms implemented in the last decade, and while compliance can sometimes seem like a hassle, the role of regulations is to make…

Best discussions about financial services and wealth management on LinkedIn

Short guide to the people who are sparking and contributing to meaningful sharing and discussions about the wealth and finance industry on LinkedIn.

The Benefits of Remote Working as a Financial Advisor

At Xtiva we’ve noticed a change in how many of our users work and manage their teams – remote working. More and more financial advisors are leaving their traditional offices behind…

How to Market Your Financial Advising Practice on YouTube

YouTube is a powerful tool for building trust with leads and users.

What Financial Advisors Need to Know About the Gig Economy

The gig economy is rapidly growing—are you up for the challenge

Which Marketing Data Privacy Laws Affect Fintech?

Putting your consumers first is a top priority when it comes to protecting marketing data.

Does Snail Mail Still Work for Financial Advisors?

Should you invest in print direct mail to attract new clients to your financial practice?

Cybersecurity Threats Facing Financial Advisors in 2020

Do you know what risks financial advisors face in 2020 when it comes to online security? It's never been more important to protect your data.

Topics to Cover with Advisory Clients in the New Year

What needs do your advisory clients have in the New Year and how can you meet them with confidence?

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