June 28, 2017

Millennial Money: Questions Every Advisor Should be Prepared to Answer

I’ve worked in the financial technology industry for nearly six years and have helped countless financial offices get up and running with Redtail as their new […]
May 9, 2017

Private Client Resources and InvestCloud Partner to Deliver Total Wealth Aggregation Services

InvestCloud Inc., a global FinTech firm, and Private Client Resources (PCR), a leading provider of total wealth aggregation services for UHNW families and their advisors, recently […]
October 10, 2016

The Golden Age of FinTech in Wealth Management

I tweeted recently that the Fall season in the independent advisory industry draws parallels to football season – after a prolonged, fairly sleepy Summer of re-charging, […]
August 22, 2016

Greg Sauer On…Collaborating with Clients in the Digital World

While at the T3 Advisor conference, February 2016, Greg Sauer of Oranj talked with Marie Swift of Impact Communications about digital collaboration tools that helps prospective […]
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