Thanks to people like Steve Jobs and Jeff Bezos, we now expect to get what we want, when we want it,...
Welcome to Synergize
The podcast where we uncover insights and strategies designed to help your business thrive and grow.
Leveraging Technology
As we think about productivity in wealth management, there’s no shortage of tools that can help advi...
Fintech has been instrumental in improving advisor efficiency. But that increased efficiency hasn’t ...
According to a Morningstar study on why clients keep their financial advisors, 59% of the time clien...
Seemingly overnight, artificial intelligence went from science fiction to reality. It’s one of the mos...