Milemarker CEO Kyle Van Pelt assured attendees at the WealthStack conference they shouldn’t be expected to run their firms and have the responsibilities and knowledge of a CTO. 'You should be advisors,' he said.
Swenson is leaving Dynasty Financial Partners after building the platform for more than 12 years, along with Chief Client Officer Austin Philbin.
Also, Zoe Financial selects BridgeFT WealthTech API, and Daffy announces its open API for developers.
Honeytree Investment Management CEO Liz Simmie admitted that the ongoing ESG conversation is a 'hot mess,' but she would still encourage clients to dig deeper into the strategy.
Client-driven independence, surprising partnerships and evolving tech will define the 'greatest time to be a financial advisor,' according to the founder of Dynasty Financial Partners.
Shawn Edward Good took in $7.2 million from at least 13 victims, according to federal prosecutors.
