Technological Advancements for the Investment Industry

Last week, Bryan Zschiesche and I attended the Envestnet Tamarac 2014 Advisor Summit.  We attended the various sessions and workshops in an effort to further our knowledge of the software and technological tools that this fantastic company provides to us.  With … Continue reading

Disruptive Innovation & 3D Printing

Mike Minter and I are attending a conference this week in Chicago hosted by Envestnet Tamarac, the software provider of our rebalancing, reporting, and contact management programs. Our primary goal in attending the conference is to learn new ways to … Continue reading