Top 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)
Advisors Who Embrace Technology May Have The Best Pandemic Growth PrognosisAdvisors Who Embrace Technology May Have The Best Pandemic Growth Prognosis FA Mag – (September 2020)
Financial Advisors Should use Tech and Fintech Tools to Boost Their PracticeFinancial Advisors Should use Tech and Fintech Tools to Boost Their Practice Press Release – (August 2020)
FP Alpha and Redtail Technology Announce New IntegrationFP Alpha and Redtail Technology Announce New Integration Article – (July 2020)
Communicating During QuarantineHow to use artificial intelligence to make advice businesses better Investment News – (July 2020)