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Why you should always bring your joy to work, with Orion's Brian McLaughlin - Vimarsana News

Why you should always bring your joy to work, with Orion's Brian McLaughlin

Published: February 22, 2023

The tech nerd-turned-wealthtech exec accidentally stumbled into financial services via a job line in the late '90s. Here's how that happy accident changed everything for him and scores of advisors.

Source: financial-planning.com
Related Topics:
United StatesMarin CountyJustin MackEric ClarkeKen GoldingBrian MclaughlinJustinl MackOrion National Ascent Conference In OrlandoOrion Advisor TechnologyRedtail TechnologyFoundation For Financial PlanningFinancial Planning PodcastNational Ascent ConferenceOrion Advisor TechFinancial PlanningOrion AdvisorFuture Proof FestivalBay AreaGoogle CalendarPractice And Client ManagementWealth ManagementCareer Advancement
Advisory Technology Pioneer And Junxure Developer Ken Golding Has Died - Vimarsana News

Advisory Technology Pioneer And Junxure Developer Ken Golding Has Died

Published: January 24, 2023

Thousands of advisors and clients benefitted from Golding's work developing industry-leading CRM software.

Source: wealthmanagement.com
Related Topics:
Greg FriedmanKen GoldingYour Silver BulletSoftware IncFranklin TempletonPrivate OceanSilver Bullet