What does a horse have to do with it?

What does a horse have to do with it?

What’s been going on behind the scenes at MHA? We are pleased to unveil our rebranding—complete with a new logo and new website! Inspired by the horse, our new logo represents MHA for many reasons. What does wealth management strategy have to do with a horse? We’re happy to tell you…

The Analytically Driven Advisor

Independent advisors know that data and analytics can drive business results, but most do not take full advantage of their potential. Analytics can improve a RIA's practice efficiency, marketing return on investment (ROI) and profitability. And yet, most advisors hardly scratch the surface in how they use their own data...

IA Watch Cybersecurity Conference 2017

IA Watch Cybersecurity Conference 2017

Last Friday, I got the chance to speak at IA Watch’s Cybersecurity for Financial Services. I was joined by tech visionary Wes Stillman, CEO of RightSize Solutions. We presented for forty-five minutes on the importance and nuances of data loss prevention, one part of a series on technology, tools, and practices central to cybersecurity...