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  • Oct 8, 2014
    blog

    The Daily Brief: Myth Busting 101

    Clients should be disabused of the notion that they can do financial planning by themselves....More
  • Oct 3, 2014
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    The Daily Brief: Estate App

    Woody Levin developed an app that stores all digital passwords, financial accounts, health records, social media log ins, etc. and automatically release them to a designated individual when they verify your death with the service....More
  • Sep 15, 2014
    blog

    Millennials Don’t Want to Talk to You on Social Media, Study Says

    Despite years of hype around social media, a new study finds that millennials don't want financial institutions contacting them on social media....More
  • Aug 12, 2014
    blog

    Advisors Risk of Being Replaced by Robots

    There’s a 58 percent chance that financial advisors will be “bot-sourced,” that their jobs will be replaced by a robot or computer, according to a recent Oxford study....More

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