Ep. 95: Travel Gadget Geek-Out with Brian McLaughlin, Redtail Technology 

financial advisor technology

“If you think adventure is dangerous, try routine. It’s lethal.” – Paulo Coelho, author of ‘The Alchemist‘ This quote was written pre-pandemic, but it certainly fits.  We all created routines the past year or so while we’ve been stuck at home that we would love to break out of. But travel is coming back!  I’m seeing […]

Ep. 94: Building Invisible Digital Infrastructure with Tricia Rothschild

financial advisor technology

“We think of ourselves as a technology company first, which you would think might be obvious, for somebody that’s providing digital infrastructure and back end pipes and plumbing, but I’ve observed that it is actually an area where there has been precious little innovation, and perhaps not as much investment in bringing forward the best […]

Why Bitcoin Has Reached a Tipping Point with Financial Advisors

why financial advisors should invest in bitcoin

“It’s easier to build a new financial system than it is to reform the existing one.” — Naval Ravikant, entrepreneur, investor, co-founder AngelList The ecosystem that has grown up around digital assets over the past 12 years since the Bitcoin network first went live has been nothing short of a revolutionary time for financial services.  […]

Ep. 93: Putting the Puzzle Pieces Together – April News Roundup

wealthtech acquisitions

“The solution often turns out more beautiful than the puzzle.” — Richard Dawkins, British ethologist, evolutionary biologist, and author This month, we cover six stories in wealth management technology related news.  Four of them are acquisitions.  This is not a new trend as we see a constant boom and bust cycle in almost every industry.  A recurring theme […]