Michael Kitces

January 12, 2018

Why Today’s Technology Tools Are The Golden Age Of Advisor FinTech

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 […]
March 17, 2017

Schwab Launches Schwab Intelligent Advisory: Should Advisors Worry?

Schwab recently announced the general launch of Schwab Intelligent Advisory, the firm’s new hybrid advisory offering that combines access to live, CFP® credentialed advisors with an advanced […]
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