Alyssa Phillips discusses the importance of “tech-forward” advisors to better technology adoption during a CTO tech panel at the 2022 WealthManagement.com Industry Awards
Chief Technology Officer Alyssa Phillips highlighted the benefits of finding tech advocates in your firm’s advisor pool as a panelist on a CTO tech panel at the 2022 WealthManagement.com Industry Awards.
Jordan Kahn shares his market outlook for the rest of 2022 in article in Wealth Management Magazine
Chief Investment Officer Jordan Kahn discusses if the current bear market environment has bottomed out yet in this bylined article he wrote for the 2022 Midyear Outlook issue of Wealth Management Magazine.
Alyssa Phillips explains the top 6 things that most leaders do but great leaders don’t in this feature article in Finance Digest
Chief Operating Officer Alyssa Phillips authored this bylined article titled “What Most Leaders Do, But Great Leaders Don’t” based on her experiences as leader and her quest to constantly seek out ways to improve.
Sam Puathasnanon explains how HCR is using client testimonials in this article in Private Funds CFO
Chief Compliance Officer Sam Puathasnanon discusses how HCR is approaching the use of client testimonials, including processes and approvals in this article from Private Funds CFO.
Sam Puathasnanon explains how HCR is using client testimonials in this article in Private Funds CFO
Chief Compliance Officer Sam Puathasnanon discusses how HCR is approaching the use of client testimonials, including processes and approvals in this article from Private Funds CFO.
Jordan Kahn comments on ways to preserve capital during a bear market for investors nearing or in retirement in this article in US News & World Report
Chief Investment Officer Jordan Kahn discusses capital preservation strategies during a bear market in this article in US News & World report titled “Are Dividend Stocks the Best Path to Income in a Bear Market?”
Jordan Kahn interviewed on earnings to watch for Apple (AAPL), Amazon (AMZN), and Honeywell (HON) on TD Ameritrade Network
Chief Investment Officer, Jordan Kahn, was interviewed on the TD Ameritrade Network where he discusses earnings that were recently released for Apple (AAPL), Amazon (AMZN), and Honeywell (HON).
Alyssa Phillips highlighted as July’s Women in Wealth Tech to Watch by F2 Strategy
Chief Operating Officer Alyssa Phillips was selected as July’s Women in Wealth Tech to Watch by F2 Strategy in honor of her achievements as an accomplished WealthTech executive and experience leading cross-functional teams in highly dynamic organizations.
Alyssa Phillips profiled in Thrive Global on how we need to adjust to the future of work
Chief Operating Officer Alyssa Phillips was profiled in Thrive Global discussing core values and alignment between personal and professional, including her “Top 5 Trends To Track in the Future of Work.”
Alyssa Phillips provides insights on how RIAs can establish their value to gain competitive advantage during this Financial Planning webinar panel
Chief Operating Officer Alyssa Phillips discusses how RIAs can develop a strong value proposition and avoid being another firm in the crowd in this webinar panel hosted by Financial Planning.