Wealth Management Today
"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
"The real issue in this industry is a cost problem, the cost to service clients is just too high. Here you have 8 million people
"We have one humongous arch-nemesis and the initials are DIY. The do it yourself-ers have ultimately decided to just try to go it on their
"The ones that will really excel in the next 10 years are those people getting back to that Socratic selling and skillsets that many of
Well, the extended family has finally headed home and you're debating whether to take down the holiday decorations or wait until the neighbors start complaining.
"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
“The soul is placed in the body like a rough diamond, and must be polished, or the luster of it will never appear.” ― Daniel
"Consolidation of assets has been one of the leading value propositions of what we're doing, because if we can clean up a client's financial closet,
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