November 15, 2018
When discussion among financial technologists turns to financial planning software, FISERV is generally not one of the first names to enter the discussion. Many often forget […]
August 7, 2017
At the recently concluded LPL Focus 2017 Conference, I had a chance to catch up with Redtail CEO Brian McLaughlin and his team. During my visit, […]
August 1, 2017
wealthlab.io is a stand-alone REST API for professional wealth managers and their technology teams. It allows them to easily create client portals or wealth management apps using […]
July 31, 2017
We’ve all seen the headlines: the greatest wealth transfer in human history is coming and predictions say that financial professionals could lose as much as 90-95% […]
July 25, 2017
For financial advisors, the message is loud and clear: invest in technology now or risk being left behind. But there is more to investing in technology […]
July 19, 2017
As the old saying goes, there are only two certainties in life — death and taxes. But in today’s ever-evolving world, the reality is there is […]