The digital shift is underway.
We are living through a time of rapid technological change, economic policy, and access to capital.
Finding the “right” solution for our clients is not as clear as it used to be.
Our community is here to build the tools and resources necessary to navigate the economy and continue delivering fiduciary solutions to our clients.
Written by Steve Larsen, CFP®, CPA
Millennials and Zoomers are bypassing stocks to scoop up the coin of the week, while Wall Street firms are rolling out products exclusive to their aging, high net-worth clients.
By Jay Coulter, CFP®, CIMA® and Adam Blumberg, CFP®
On The Resilient Advisor Show with Jay Coulter, Adam explains what a DAO is, how they work - how PlannerDAO works - and what advisors need to know.
Written by Christopher Robbin
Decentralization doesn’t mean advisors and other financial intermediaries will be obsolete. In many cases, decentralized autonomous organizations, or DAOs, will give advisors and investors greater decision-making abilities.