The 3rd Annual Digital Advice Summit promises to explore the what’s, how’s, and why’s of delivering stellar digital advice to clients. With new speakers and topics gracing the stage, we want to showcase one of the staples of our conference each … Read More
Author Archives: Sarah Roman
3rd Annual Digital Advice Conference
Our 3rd Annual Digital Advice Conference is on the horizon The RobustWealth® team is excited to announce the details for our 3rd Annual Digital Advice Conference. We invite you to another year of fresh powder* and powerful speakers — held … Read More
Must-Read Books for the Winter
The Top Five Books that Keep Us Climbing Wintertime in the Northeast brings out the best in the culture and community here at RobustWealth®. Whether we’re out as a team hiking snowy trails in New Hampshire or gearing up for our 3rd … Read More
FinTech and Foothills
From step to uneven, rocky step, Andy Cleff measured each footfall to the top of New York’s Mount Colden. He had spent the last eleven hours keeping pace, hiking, and bonding with his fellow teammates, as the group climbed the … Read More
Principal Financial Group Acquires RobustWealth!
Principal expands digital reach with RobustWealth acquisition. Strategic transaction enhances digital capabilities for advisors, customers (Des Moines, Iowa) – Principal Financial Group® announced it will acquire RobustWealth®, a financial technology company. RobustWealth provides a suite of white label solutions … Read More
Looking Ahead to #FPARetreat18
The RobustWealth® team is heading to Litchfield Park, Ariz. this week to participate in our first-ever FPA® Retreat. FPA® Retreat 2018 Overview #FPARetreat18 will run from April 23 through April 26 and is billed to attract the “best and brightest … Read More
7 Digital Advice Conference Insights with Tanya Steinhofer
We’re gearing up for our second annual Digital Advice Conference on March 18-21 in Big Sky, MT. The conference will feature some of the most well-respected thought leaders in the industry and will take a deep dive into the latest … Read More
RobustWealth Ranked Among Top Advisor Technology Platforms Nationwide
The financial services industry is rapidly evolving, especially when it comes to the development of top advisor technology. To keep tabs on the top tech tools for advisors, T3, Advisor Perspectives, and Inside Information conducted an in-depth survey to discover which … Read More
Bahrain Fintech Bay Recap
Last week, I had the privilege of going to the Middle East to speak at the launch of the Bahrain Fintech Bay (BFB). BFB kindly had RobustWealth present to an audience of over 400 at their gleaming new site. Located … Read More
Bill Winterberg’s FPPad Features RobustWealth
“[Those are] some pretty unique things and pretty unique value propositions that I’m hearing.” – Bill Winterberg, FPPad Bill Winterberg, Founder and President of FPPad.com caught up with our very own VP, Advisor Services, Ryan Horvath at the 2018 National LINC Conference … Read More