If You Can’t Beat ‘Em, Buy ‘Em

If You Can’t Beat ‘Em, Buy ‘Em In case you missed the mega announcement this week – Orion is acquiring RedTail. So, congrats to our friends at RedTail! Although the news is a surprise, it’s not shocking. RedTail has been the CRM leader by any measurement for several years and we have always collaborated well…

Next-Gen Wealth Holders

Next-Gen Wealth Holders: How Paradigms in Behavior Will Impact the Future of Financial Advice What Makes Next-Gen Wealth Holders Tik (Tok)?   I saw a great social media post the other day answering the question, “Why isn’t social media working for me as a financial advisor?” And the answer was pretty straightforward: If social media…

Web 3 Brings DeFi Options to the Masses

Web 3 Brings DeFi Options to the Masses Cryptocurrency, yield farming, staking, smart contracts, DeFi, Bitcoin as a hedge against inflation. Lately, it’s difficult to avoid these topics. While there may be fear, uncertainty and doubt surrounding the future, it’s important to gain at least a basic understanding of how our industry will change in…