Mount Rushmore of Finance & Wealth Tech

Mount Rushmore of Finance & Wealth Tech

In the sports world recently, many commentators have been asked what players are on their “Mount Rushmore” as the greatest that ever played the game.  As it is Presidents Day today, this had me thinking about who is on my Mount Rushmore in the finance/wealth tech...
Technology: A Key Component of Practice Management

Technology: A Key Component of Practice Management

Practice management is more than just calling clients, sending market reports, using a CRM, or having a marketing plan. While all are important parts of practice management, deciding which technology to use will ultimately determine your practice’s profitability....
Aging Advisors + Emerging Technology = A Timely Opportunity

Aging Advisors + Emerging Technology = A Timely Opportunity

For the past decade, those of us in the financial services industry have been hearing of a looming financial advisor-shortage crisis. The reasons for the crisis are three-fold: retiring advisors, an aging population, and not enough new talent entering the industry to...