The magic number in Biden’s tax proposal Video – Investment News – (November 2020)
Leveraging Tech Tools to Grow and Scale Your PracticeLeveraging Tech Tools to Grow and Scale Your Practice Advisor Perspectives – (November 2020)
Why women advisers have an edge with new investorsWhy women advisers have an edge with new investors InvestmentNews – (November 2020) Trends and technology poised to give female advisers a competitive advantage, presented at the InvestmentNews Women Adviser Summit.
When the Going Gets Tough the Tough Get GoingWhen the Going Gets Tough the Tough Get Going InvestmentNews – (October 2020)
Top RIA Trends in 2021: Joel BruckensteinTop RIA Trends in 2021: Joel Bruckenstein ThinkAdvisor – (October 2020)
New Wealthtech Frees Up Advisors To Serve Clients In Smarter WaysNew Wealthtech Frees Up Advisors To Serve Clients In Smarter Ways FA Mag – (September 2020)
