[The purpose of a business is not merely to make a profit but, more importantly, to make customers. It is only from the development of that connection - between a business and its clients - that profit and growth will spring.
[Personalized, differentiated client investment portfolios across all clients have been a time, money, effort, and technology challenge for advisors and RIAs.
[The current VUCA environment (Volatility, Uncertainty, Complexity, and Ambiguity) is presenting a growing challenge to the investment management industry.
[Following up on our previous article on the increasing use of NFTs for business strategy, we decided to further explore how NFTs are being creatively used right now for engagement and effect.