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Alexander Graham Bell made the famous announcement, “When one door closes, another opens.” While this may seem quaintly optimistic, many world-famous scientists and entrepreneurs who
“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
“If you think adventure is dangerous, try routine. It’s lethal.” – Paulo Coelho, author of ‘The Alchemist‘ This quote was written pre-pandemic, but it certainly fits.
“We think of ourselves as a technology company first, which you would think might be obvious, for somebody that’s providing digital infrastructure and back end
“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 fact that we’re new technology and we have very low tech debt, our tech debt is measured in weeks not months or years, decades,
“The most compelling thing you can have when you go to market in any industry is simply providing immense value to your users. So the
“I think that Merrill embraces that opportunity which has multiple entry points, Merrill Edge, Merrill One. They have something that they announced last year called
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