Digital Strategies Exercises Fintech Taxes 
Gonzobanker
MAY 31, 2019
article , former Small Business Administration administrator Karen Mills said community banks with strong small business customer bases that don’t find new ways to serve them digitally are going to face a “reckoning.” Institutions are “spreading” financial statements for electronically provided tax returns or financial statements.
Insights on Business
MAY 3, 2019
The industry is shifting to a digitally-enabled, holistic advice model , where clients are seeking advice on a variety of topics. We’re beginning to see investment advisory firms expand their brands into non-financial areas such as nutrition, health, wellness and exercise, forming complete centers of influence for their clients.
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