[As FinTech companies, robo-advisors, and AI-driven chatbots are continuing to provide a “democratization” of access and advice into all areas of financial services, some financial advisors in response have developed very innovative approaches

[Investing in smaller companies can be accomplished in a number of different ways. Each avenue comes with its own challenges, opportunities, and unique risk/reward profiles: private equity, venture capital, or public investing.

[Customer engagement is a moving target and a hard one to execute on as consumers continue to lose trust in brands and are increasingly resistant to the flood of marketing messages they are being besieged with.