CHANGING HOW PEOPLE WORK WITH MONEY
We are on the precipice of an accelerated period of change in financial services. Wealth will be something that is accessible, understandable and ultimately manageable. Building wealth will transform into personal financial management for EVERYONE. Come help catalyze this change! Share your views, ideas, and connections and let’s make some change happen.
From the founder
Wealth Transformed
Financial services is on the precipice of an accelerated period of change. The responsible application of data and analytics to the technology supporting all areas of personal finance will leave behind old product centric business models, create services which savers and investors will understand, and generate an economic profit for all parties involved.
Are you ready for this revolution?
Rise of the Independents
A little before the Thanksgiving break, I had a chance to sit down with Dave Schrohe, a 25 year veteran of the Wealth Management industry with experience leading RIAs and also business lines at wirehouses. “Breakaways” has been a phenomenon in wealth for the last couple of decades, but it “feels” like the trend has recently accelerated.
