Demo Investment Advisor Portfolio Management 
Wealth Management
JUNE 20, 2025
Joey Corsica & SpotMyPhotos Fast-paced and nerve-wracking for some of the presenters, the annual WealthStack Demos did not disappoint and have become a fan favorite among attendees of the Wealth Management EDGE conference held last week at The Boca Raton resort in Boca Raton, Fla. s Mili AI won.
Wealth Management
JUNE 20, 2025
Rob Nance, CEO and co-founder of Dispatch, a self-described data orchestration firm that helps advisory shops manage their data, talked with Chris Cook, the founder of a technology consultancy called Obsydian, who had spent almost nine years as a systems engineer at Mariner.
The Big Picture
MARCH 25, 2025
And actually you might remember I started the first online investment advisor called Net Folio. And, and I’ll never forget when BATNA came back to the office having seen a demo, he, he, if he had hair, it would’ve been on fire. He was jumping up and down and just the demo is like, oh wow, this is slick.
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