“There’s so much emotion wrapped up in this college buying decision, we’re saying can we help families shop smarter. You can be proactive instead of
“How Holistiplan came about was we were looking for a way to automate tax planning a little more, to scale it so that as you
“The solution often turns out more beautiful than the puzzle.” — Richard Dawkins, British ethologist, evolutionary biologist, and author This month, we cover six stories in wealth management
“The whole is greater than the sum of the parts.” A phrase attributed to Aristotle and misquoted by those seeking to understand one of the
European geography has become almost irrelevant as FinTech markets have flattened out, enabling technology firms to more easily reach customers beyond national borders. Boosted by
“There’s a large percentage of American households that are not being served by financial advisors. That’s where this concept of financial wellness comes into play,
Talking to a lot of thought leaders in the wealth management industry, most seem to be in a state of evolution, searching for new ideas
“I came to a simple realization that the way we do retirement planning sucks! The user interface, the application of evidence and data to the
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