What Are We Actually Teaching? Before I worked in financial technology, I spent years teaching middl...

One of the questions I get asked most often is, "If your platform works directly with consumers, why...

There’s a quiet truth that sits beneath almost every success story and it rarely gets the spotlight ...

Financial advisors operate in a profession where success ultimately depends on their ability to brin...

For most of my career working in financial planning software, multilingual capability has been discu...

We live in an age of instant answers. Mortgage calculators, retirement estimators, and investment re...

Most people don’t realize that one of the more powerful design innovations of the modern city was cr...

I’ve learned that one of the biggest missed opportunities in financial advice isn’t about the plans ...

How the Prospect Plan Adds Depth and Profitability to Professional Financial Advice Financial planni...