Accredited Investors, Private Placements, and the Right Software

Feb 11, 2021 | Company

On December 8, 2020, The SEC’s expansion of Accredited Investor’s definition became effective, expanding individuals that are ‘accredited.’ The definition includes several new categories of accredited investors, making 2021 the year that RIAs...

Social Justice and Impact Investing- Doing Good with the Right Software.

Jan 7, 2021 | Company

You may have clients asking you about Impact Investing for Social Justice. Social Justice investing is commonly linked to Socially Responsible Investing, which is investing to do good for others. Now, as COVID-19 continues to shape our societal values, clients are...

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

Sep 29, 2020 | Company

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?

Jul 6, 2020 | Industry

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...