Harness Wealth

JUNE 5, 2024

Breaking away from an RIA Kelley Maddox, CPA. Kelley explored a couple of full-time salary jobs similar to the role he was in before, both RIAs with in-house tax teams. Getting set up on Harness was easy” Once Kelley decided to make the leap and go solo, things moved quickly—and in a good way.

Taxes 64

Taxes Clients Planning Tax Planning 64

eMoney Advisor

JANUARY 17, 2023

As a technology consultant in the wealth management industry, the number one question I get asked by advisors, planners, business owners, and even tech CEOs is, “If you had your own RIA, what would your tech stack look like?” Getting Your (Tech) House in Order. You catch my drift.

Consulting 84

Consulting Education Clients Financial Advisor 84

The Big Picture

APRIL 25, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is “Masters in Business” with Barry Ritholtz on Bloomberg Radio. We retained your firm. And before we delve into that, let’s jump into your background. HAMBURGER: He made his way into this space, and I was captivated.

Compliance 150

Compliance Clients Wealth Management Management 150

The Big Picture

NOVEMBER 21, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio 00:00:07 [BARRY RITHOLTZ] This week on the podcast. Brad Gerstner is a founder and investor in technology startups. I had to find my way out of this town. What can I say? Once again?

Investing 246

Investing Investments Startup Accounting 246