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Advisor Tech 2025: A Playbook for Modern Advisors
The great tech‑stack debate A decade ago an advisor’s “tech stack” was a cobbled‑together CRM and…
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Dive into the ultimate guide to mastering your finance and other related knowledge and unlocking the path to wisdom with our most popular post yet.
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YOUR MVP IS NOT A PROTOTYPE
Discover why your MVP (Minimum Viable Product) is more than just a prototype. Learn its purpose, key differences, and how it drives product success.
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Natural User Interfaces: A New Era of Human-Computer Interaction
Explore how Natural User Interfaces (NUIs) are revolutionizing human-computer interaction by creating intuitive, seamless, and immersive experiences in technology.
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Why Millennials Love Referrals and Cashbacks: The Psychology Behind the Reward system
Explore the psychology behind why millennials are drawn to referrals and cashback programs. Discover how these rewards tap into their values of instant gratification, trust, and savvy spending.
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Robo Advisory: Understanding from Service Provider’s Point of View
The idea of keeping investing decisions free of emotions has been around for a long time,…
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Can Robo Advisory create thematic investing strategies?
Learn how Robo Advisory platforms are equipped to formulate thematic investing strategies that target specific sectors or trends.
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Japanese Millennials: Living Through the Lost Decade with Economic Struggles
Discover how Japan’s Lost Decade has shaped the lives of its millennials, from career challenges to shifting cultural norms and financial struggles.
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$6 Trillion Shift: AI May Manage 50% of Retail Portfolios by 2027
Discover how AI is set to manage 50% of retail investment portfolios by 2027, driving a $6 trillion transformation in wealth management.
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Top project management tools for product managers
Discover the top project management tools for product managers to streamline workflows, enhance team collaboration, and deliver successful products efficiently.
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Tanmoy Roy
Tanmoy Roy is a research-driven Product Leader based in Canada, with expertise in Wealth & Asset Management.
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