Virtual currencies are common forms of financial activity. A quarter into the 21st century, the average individual has become aware of (and often comfortable using) things like Apple Pay, digital ...

A virtual IBAN (vIBAN) is an addressable account number that looks and functions like a traditional International Bank Account Number but is not tied to a standalone physical bank account. Instead, it ...

When your advisory business is in growth mode, how you spend your time matters. Focusing on profit-producing activities such as client acquisition and retention is a top priority, but you might find ...

A few years ago, when the Covid-19 pandemic prevented most face-to-face meetings, connecting with your investment advisor virtually was the only option. You could either meet with them via video call ...

I always believed running a strictly virtual financial advisory firm could be both time and cost efficient — for me and for my clients. And I was right. I can do my work from anywhere at any time, ...

Virtual financial institutions have transformed the way consumers and businesses manage their money. But launching or backing a digital-only bank requires more than sleek tech and mobile-first design.

On March 1, Air Force Accounting and Finance Office (AFAFO) deployed an enhancement to virtual Finance: The Basics. The Basics is targeted towards first-term Airmen and is designed to introduce them ...

Now in its sixth year, The Externship offers an 8-week virtual experience designed to help college students, new advisors, and career changers succeed in the financial planning profession. DALLAS, ...

Zoom calls and screen sharing may feel like the norm for many financial advisors these days, but the rise of virtual advising is still a relatively new development in the world of wealth management.