What's In My Wealthstack: Technology As A Force Multiplier
Jeff Bernier, president of TandemGrowth Financial Advisors, says his team squeezes all the productivity possible from a selectively chosen tech stack.
Source: wealthmanagement.com
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Quantum Leap: Raymond Lee Tapped to Lead Pilot; Plot Twist Revealed
NBC has tapped Raymond Lee to lead its Quantum Leap revival pilot, with an interesting twist revealed in the description of Lee's character.
Source: bleedingcool.com
The latest in financial #AdviserTech — January 2022 — Part 2
The January #AdviserTech column looks at the four major trends in the financial adviser ecosystem and what they portend for the year to come.
Source: investmentnews.com
The latest in financial #AdviserTech — November 2021
The November edition kicks off with news that Schwab's working on a direct indexing solution that it would offer retail investors and RIAs.
Source: investmentnews.com
FMG Suite Taps Samantha Russell as Chief Evangelist
FMG’s acquisition of Twenty Over Ten gave it a brand crusader. FMG Suite announced Twenty Over Ten's Samantha Russell as its new chief evangelist. When Twenty Over Ten finally blew the lid off news of its sale to competitor FMG Suite, many in the wealth management industry wondered how Russell’s role would evolve. She was Twenty Over Ten’s chief marketing and business development officer but has transitioned to the brand crusader tasked with putting more eyes on FMG Suite. Russell's new role has her doing much of what she’s done for Twenty Over Ten but with a bigger platform ...
Source: wealthmanagement.com