Finance News
The Word on WealthTech for November 2023
F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.
By NB
Nov 3, 2023
Planning With Two For Now
Vib Arya, chief operating officer at Shufro Rose & Co., provides an honest assessment of the technology tools used by the $1.8 billion AUM firm to work with clients and drive business.
By NB
Nov 3, 2023
The WealthStack Podcast: The Power of the CRM with Craig Ramsey
AdvisorEngine's Craig Ramsey details why having up-to-date data allows for better and faster decision making.
By NB
Nov 3, 2023
Don’t Get Left Behind: Now is the Time to Invest in Multifamily
Multifamily has maintained its status as the best performing and most resilient asset class through economic cycles.
By NB
Nov 3, 2023