“I think too often in our industry it’s too “one size fits all”, treating clients like a number or just finding out what their financial
“A picture is worth a thousand words. An interface is worth a thousand pictures.” — Ben Shneiderman, American Scientist If an interface is worth 1,000
This was my first time attending the LPL Financial FOCUS advisor conference and it was a blast! I was only able to make it to
“The improvement of understanding is for two ends: first, our own increase of knowledge; secondly, to enable us to deliver that knowledge to others.” —
I go to a lot conferences every year, but this was my very first time at Pershing INSITE. As the two-and-a-half day event came to
I’m still catching up from my trip to Chicago for the Morningstar Investment Conference last week. This year’s event highlighted their new focus on technology
“The Only Thing That Is Constant Is Change.” ― Heraclitus, Greek philosopher, c.535 – c.475 BCE The private wealth management industry is constantly evolving. Single
In order to escape the Polar Vortex gripping the country, I traveled to a much more comfortable location in beautiful Denton, TX and attended the
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