article thumbnail

Become a Magazine Person in Retirement

Integrity Financial Planning

In this digital age, shifting our attention back to the tangible world of magazines might seem like a step back, but there’s a certain charm and satisfaction in flipping through the crisp pages of a well-curated publication. 1] A Snapshot of the Times Time Magazine , aptly named, offers a snapshot of the world at a particular moment.

article thumbnail

Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

His start in tech journalism began as an editor with PC Magazine in 1999 where he later served as an analyst and reviewer. His work covering the advisor tech space began in 2007 when he joined InvestmentNews as the advisor industry’s first dedicated technology reporter.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Our Technology Columnist's Takeaways from Wealth Management EDGE

Wealth Management

The services they offer are great differentiators and help make advisors a go-to resource for navigating the intricacies of retirement income planning (which is very complex), healthcare-cost planning (a too often overlooked major expense), and as an end-of-life services guide (in the case of bQuest).

article thumbnail

Takeaways From Day 1 of Wealth Management EDGE

Wealth Management

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Wealth Management EDGE 2025 Industry News & Trends Scenes From Day 1 of Wealth Management EDGE 2025 Scenes From Day 1 of Wealth Management EDGE (..)

article thumbnail

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth

Wealth Management

In 2016, AZ Business Magazine recognized Kerr as one of Arizona’s Most Influential Women. With over two decades of distinguished business journalism experience, including 10 years at Forbes magazine, Armstrong brings unparalleled expertise to the wealth management industry.

article thumbnail

MiB: Jon McAuliffe, the Voleon Group

The Big Picture

Previously, she was Chief Investment Officer of Hawaii’s Employees’ Retirement System (“HIERS”). She was named to Chief Investment Officer Magazines’ 40-Under-40, as well as winning the 2017 Industry Innovation Award, and a Power 100 member in 2019.

article thumbnail

10 Monday AM Reads

The Big Picture

A society with murky goals whose selling point is superiority is not a healthy place to find it.” ( New York Magazine ). • New York Magazine ). Axios ). • How the US Toppled the World’s Most Powerful Gold Trader : JPMorgan’s former gold boss was convicted last week. Bloomberg ). •

Food 306