I’m taking the family away to one of my favorite cities in America.

just a quick announcement from me and my friend Anthony Stich of NaviPlan about what we’re about to unleash in Scottsdale, AZ next month

These are the top financial advisors in America

I wanted to pop in just to let you know that our “secret weapon” Bill Sweet will be making his television debut today live at 12 noon EST during my show

Here’s how you can pitch hundreds of RIA leaders on your wealth technology service or product!

When we launched the firm in 2013, we were just hoping to get big enough so that we could keep doing what we were doing for clients, our way, with our ethics and values as the backbone.

I was invited on as a guest to the new Morningstar podcast series, The Long View, hosted by the inestimable Jeff Ptak and Christine Benz