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
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
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
A highlight (and crowd favorite) at the 2018 Digital Advice Conference came during Tuesday’s lunch session. Sue Thompson, Former Head of BlackRock‘s RIA Channel moderated a panel titled Leaning In…Women In Wealth featuring powerful industry leaders from across the country including, Kimberly
It is hard to believe that the 2018 Digital Advice Conference is over and we’re already planning for next year! Our attendance nearly doubled in 2018 and, based on survey feedback, we are excited to welcome a bunch of folks
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
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
It’s back and is going to be better than ever! The 2nd Annual RobustWealth Digital Advice Conference is officially set for March 18th – 21st, 2018 in Big Sky, MT! Registration is now open! Click here to register! The 2018 conference will be sure to feature another
Join us to kick off the season of giving with a Dine & Donate on Tuesday, December 5th at More Than Q BBQ in Lambertville. A portion of the evenings proceeds will be donated by More Than Q and then
The three biggest takeaways from our founder’s panel on fintech Did you know that 82 percent of financial institutions expect to increase their fintech partnerships within five years? With the fintech revolution in the beginning stages, the CFA Society of
RobustWealth’s Founder, Mike Kerins, CFA will be speaking as a panelist at the CFA Society, Philadelphia’s FinTech panel on Tuesday, September 26th at Villanova University. This event is open to CFA members and non-members as well as University students. The
RobustWealth is excited to be headed to Dallas, TX at the end of August for the #XYPN17 Conference. This year, we will be attending as not only the reigning ‘Swag Champions’ but also a finalist in the FinTech competition. The