Grab a cup of tea (or bourbon) and join us as we spill what’s overrated and what’s underrated in the world of wealth management.
· Startup Catchlight aims to make prospecting more efficient
· Goldman Sachs RIA custodian delayed indefinitely
· Wealthbox raises $31M after picking off Salesforce and Redtail users
· Reed Colley and Summit Wealth Systems announce “WealthOS”
· RightCapital debuts one-page Financial Plan snapshot
We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.
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