Hopefully readers can forgive me if I sometimes seem a little disjointed in my writings. I attend wealth management conferences ...

Sorry to take a little while to get this posted, but I had an important Mothers Day post to write. ...

Congratulations to the Finovate Best of Show winners (in alphabetical order): All in all a great show, and I enjoyed ...

This week I will be back in San Francisco attending the Finovate Spring 2012 financial innovation conference. Finovate is a ...