Why 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)
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)
