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Episode Summary Sean Allocca and Nicole Casperson look at the reasons many advisers are cautious when it comes to digital assets and the disconnect between client interest and adviser willingness. Hannah Moore joins Jeff and Bruce as well to give a one-year update on the FPA’s resoundingly successful externship program implemented in response to the outbreak of the Covid-19 pandemic. Episode Notes How the new “externship” program works. What participants receive at the end. What financial advisers get out of participation. The cost of the program and the future of the program. The accou...

All things tech Among the many things made plain in 2020 was that tech is not just prominent, it is essential, and a keen grasp of technology is essential to the next stage of the market. February 22, 2021 Fintech’s prominent place in the advisory world was known in 2019, but among the many things made plain in 2020 was that tech is not just prominent, it is essential, and a keen grasp of technology is essential to the next stage of the market. The sector has always been keyed in on by IN, but we have leaned further into it this year, launching our new Fintech for Advisers site, the TechSTA...