When it comes to most prospecting and lead-generation services available to advisors today, the problem is this: In a crowded industry where differentiation is like oxygen, most of these services equate to a pay-to-play yellow pages where you’re just another name in the “Advisor” section. In many ways, we’ve resigned ourselves to this “directory” approach... Continue Reading →

This article was originally published on Financial Planning. You can read the full article on their site by visiting the link here. It’s been a little more than a year since the SEC first called out gamification in financial apps. Since then, we’ve seen bad behavior and outcomes in other technology-driven financial applications, such as... Continue Reading →