Promotional material featuring Ritholtz Wealth Management CEO Josh Brown for the inaugural Future Proof Festival
This interview with Ritholtz Wealth Management CEO Josh Brown was the first in a series of Q&As promoting the inaugural 2022 Future Proof Festival.
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Riskalyze CEO Aaron Klein with the company’s iconic risk number speed limit sign.
Just as risk evaluation covered more corners of the advisor’s desktop, its growth has fueled debates between psychologists and economists and led to differing approaches to risk.
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Betterment CEO Sarah Levy
No longer 'secondary,' advisors and the firm's 401(k) business will receive attention as equals to Betterment's retail business line, says new CEO Sarah Levy.
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Edmond Walters demos an early version of Apprise Labs.
Apprise Labs, a joint venture between eMoney founder Edmond Walters, Envestnet | MoneyGuide President Tony Leal and Envestnet, is open for business, even as planners and clients craft 'panic wills' and reworked legacy plans.
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A Redtail presentation at an advisor conference.
Redtail’s CEO opens up about the data breach, how it affected his outlook on cybersecurity and the changes his firm has made since.
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Image courtesy of Plaid
Visa's Plaid purchase certainly beefs up legitimacy for account aggregation, but Quovo might become a smaller piece of the pie under new ownership.
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Did custodians really factor in how the change would affect advisors?
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The Redtail incident cost at least one advisor a client, and shines a light on industry and regulatory inadequacies in cybersecurity reporting and enforcement.
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Image courtesy of LPL
For the first time in a long while, advisors are singing the praises of the nation’s largest independent broker/dealer.
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The Treasury’s recently released fintech report anticipates “big data” affecting wealth management.
Read MoreFaith and technology don’t always seem like a natural pairing. One evokes long-standing tradition; the other, high-speed change. But the combination is increasingly common in our plugged-in world.
Read MoreFintech firms and millennial-focused advisers are providing advice on student loan refinancing, with the expectation that over time it will eventually lead to new business in the form of brokerage and retirement accounts. As seen in Financial Planning.
Read MoreAfter claiming retail customers, institutional clients and even 401(k) plans, robo advisers could expand their reach into peer-to-peer lending. Read more about expanding fintech boundaries, as seen in Financial Planning.
Read MoreHere's a business-to-business look at where elite financial advisers are moving to when switching firms, as seen in Financial Planning. Most noticeably, independent firms and regional broker-dealers are increasingly appealing options among top talent.
Read MoreNaTakallam, a language services platform, could be the next business to successfully integrate technology and education, effectively changing the way students and professionals learn and practice new languages. In this in-depth interview with co-founder Aline Sara, she describes her vision for the future of NaTakallam.
Read MoreChristmas tree sales during the Great Recession took a serious hit. The 2014 holiday season marked a new chapter in this classic holiday tradition and sales continued to grow beyond their pre-Recession levels.
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