“Not all checks are equal. You can go get funding from somebody who will give you a check and no more than that. Or, you
“Why am I fintech heretic? I must get bored easily and so I always look for what’s the edge. Where’s the place where people are
“We want to be the leader wherever advice is delivered. And as you think about how our firm has evolved, this is really about being
“We are taking on AI-based innovation with a deep sense of social responsibility, but also combining a for-profit and a nonprofit at the same time.
Considering the crazy events that have swept over the world so far this year, we thought it would be prudent to compile our Best of
It’s another fantastic day in the wonderful world of wealthtech. Welcome to episode 69 of the Wealth Management Today podcast. We’re going to try something
“What we believe we’ve been able to do is make our industry more fun, because there was a huge missing layer. We have all this
“We’re at the beginning of the ESG data wars. There’s more data coming onto the market with more information that’s tremendously useful, if only you
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