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Paul Strid’s guest post for Financial Planning.com: Tech is changing the industry — don’t get left behind

By |2019-01-16T14:26:08-05:00December 18th, 2017|News|

Paul Strid writes Day 17 post for Financial Planning Magazine’s series 30 Days: On How Technology Is Changing Your Practice…

Tech is changing the industry — don’t get left behind

When is a wealth management firm not a wealth management firm?

When it is a technology firm in disguise. I say that tongue in cheek, but there is an element of truth. Read More…



By |2019-01-16T14:26:08-05:00December 18th, 2017|News|

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