Insights

Helping advisors [[stay ahead.]]

Explore practical strategies, industry trends, and expert perspectives on banking, lending, technology, and practice growth.

Cash Management

July 7, 2026

Same-Day ACH Is No Longer a Feature — It's What Clients Expect

Brooke Bietz

Client Experience

July 7, 2026

The Fragmented Advisor Relationship: Why Disconnected Banking Is Quietly Eroding Your Practice

Brooke Bietz

Technology & Innovation

June 3, 2026

Why Extended FDIC Coverage Has Moved to the Center of Client Conversations

Brooke Bietz

Cash Management

Same-Day ACH Is No Longer a Feature — It's What Clients Expect

See how same-day transfers are becoming the new standard in wealth management.

Brooke Bietz

July 7, 2026

Client Experience

The Fragmented Advisor Relationship: Why Disconnected Banking Is Quietly Eroding Your Practice

Your bank accounts, mortgage, and investments probably live in different places right now — see why bringing them together under one advisor could mean better guidance and fewer surprises.

Brooke Bietz

July 7, 2026

Technology & Innovation

Why Extended FDIC Coverage Has Moved to the Center of Client Conversations

After the 2023 bank collapses made "too big to fail" feel less certain, see how your advisor can help protect cash well beyond the standard $250,000 FDIC limit — without you juggling multiple bank accounts.

Brooke Bietz

June 3, 2026

Platform Updates

We’re Proud to Announce: Fispoke Has Achieved SOC 2® Type 2

Fispoke's security wasn't just certified once — it's now been independently verified to hold up over time, giving your advisor's compliance team even more confidence in the platform.

Jonathan Woznak

January 21, 2026

Client Experience

The Next Generation of Wealthy Clients Is Already Deciding Whether You Deserve Their Business

See why your advisor's app, transfer speed, and account visibility matter just as much as their investment picks — and how Fispoke makes sure your advisor keeps up.

Brooke Bietz

May 27, 2026

Cash Management

High Yield Savings Accounts: The Swiss Army Knife for Strengthening Multigenerational Relationships

A simple savings account for your kids or grandkids could be the easiest way to keep your family's financial relationship — and better rates — in the family for generations.

Jonathan Woznak

November 19, 2025

Cash Management

High-Yield Cash Isn’t Just a Better Rate—It’s a Smarter Planning Tool

Every dollar in a client’s portfolio should have a purpose. But too often, we overlook one of the most underutilized tools in financial planning—the high-yield savings account (HYSA).

Jonathan Woznak

August 15, 2025

Advisor Growth

For RIAs, Retaining Heirs is Easier Than You Think

With an $83.5 trillion wealth transfer underway, RIAs that quickly evolve to retain and grow with the next generation won’t just offer investment management, they’ll offer relevance.

Jonathan Woznak

August 15, 2025

Lending Strategies

Why RIAs Should Offer Competitive-Rate Mortgages

A Strategic Move to Stay at the Center of the Client Relationship

Brooke Bietz

September 3, 2025

Advisor Growth

Want to Grow Your RIA Without Giving Away Equity? Here’s How

Promoting financial literacy through fintech education.

Jonathan Woznak

September 3, 2025

Cash Management

How Private Banking Keeps RIAs Indispensable in the Age of AI

Discover why combining AI with private banking services helps advisors strengthen client relationships, expand their value, and stay indispensable.

Jonathan Woznak

September 3, 2025

Industry Trends

Private Banking: The Missing Link in Your Advisory Practice

See the full range of banking tools — from savings to lending to credit — your advisor can now offer under one roof.

Jonathan Woznak

October 5, 2025

Platform Updates

Fispoke + Wealthbox Integration

See how Fispoke's new Wealthbox integration lets your advisor open savings, mortgage, and lending accounts for you in minutes — using info they already have on file.

Brooke Bietz

October 9, 2025

Platform Updates

We’ve Achieved SOC 2® Type 1 attestation

Fispoke earned an independent SOC 2® Type 1 security certification, giving your advisor's due-diligence team proof — not just a promise — that your data is protected.

Jonathan Woznak

October 22, 2023

Lending Strategies

Mortgage Rates are Dropping. Are your Clients Prepared?

As mortgage rates start to ease, see how much home equity you're sitting on — and the smarter ways your advisor can help you put it to work.

Jonathan Woznak

October 29, 2025

Technology & Innovation

How RIAs Can Future-Proof Their Practice by Partnering with Fispoke™

See how your advisor can offer banking, lending, and investing all in one place — so you never have to piece your financial life together across multiple providers.

Jonathan Woznak

November 12, 2025

Helpful Videos & Explainers

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