The RIA technology landscape is evolving rapidly – it seems like there are new platforms popping up daily to support nearly every aspect of an RIA’s operations. How do you evaluate new tech vendors?
Pam Krueger, creator and co-host of MoneyTrack on PBS, interviews John on... read more
We're so excited to be the strategic partner for an exclusive CTO... read more
John discusses the Great Wealth Transfer, how young investors will benefit from... read more
John discusses mentors he’s had in the past; his inspiration for his... read more
As a member of the wealth management industry, you may be thinking... read more
Your firm is executing well – but you can get even smarter.... read more
Learn from some of the leading CTOs in the wealth management industry... read more
The Department of Homeland Security has set up a page warning of... read more
The Intention.ly & Friends Book Club brings together some of the most... read more
The topic of environmental, social, and governance (ESG) investing is a polarizing... read more
