Part 2: FinTech 2021 and Beyond: What to Buy and Why

Part 2: FinTech 2021 and Beyond: What to Buy and Why

Last week in Part 1: FinTech 2021 and Beyond: What to Buy and Why we featured an interview Joel Bruckenstein did with Baron’s magazine in a Q & A style interview regarding tech in the COVID era and what advisors should be thinking about adding to their tech stack-...
WealthTech Marriages: Is It True Love or Heading for Divorce?

WealthTech Marriages: Is It True Love or Heading for Divorce?

This summer is heating up with marriages between WealthTech providers and other players being the talk of the industry. Wedding guests are gossiping that the relationship may not be as blissful as it looks. And the big question on everyone’s mind is “who is the winner...