Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Published on June 20, 2025

The ability to aggregate all sorts of data and communications within an advisor-branded handheld app wowed the WealthStack demos' three judges.

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The Fed’s Waiting Game: Why It’s Good News for Bond Investors

June 20, 2025
This is the first in a three-part series outlining why I believe bonds are set to outperform. Here, I focus on the Federal Reserve’s dual mandate, the June 2025 meeting, and why the Fed’s approach is positive for bond investors. Parts 2 and 3 will address valuation, politics, recession risk, and the secular horizon.

Our Technology Columnist's Takeaways from Wealth Management EDGE

June 20, 2025
Our roving columnist shares some of the many technology tidbits he brought home from the annual Wealth Management EDGE conference.