Harness Wealth, a New York-based WealthTech business focused on giving individuals access to the best financial advice, will open its platform to the public today. By […]
I was pleased to appear on Michael Kitces’ #FASuccess podcast on December 26, 2017. We talk in depth about: Recent trends in advisor technology and why […]
FinMason, a Boston-based FinTech and investment analytics firm, announced today a multi-year agreement with WisdomTree Investments, Inc. (NASDAQ:WETF), an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) […]
InvestCloud Inc., a global FinTech firm, has announced Efficient Tax as the first FinTech startup to take residence at the InvestCloud Innovation Center (based in Los […]
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 […]
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 […]
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, […]
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 […]