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Author: John Prendergast

  1. Robo Advisors are Going Hybrid. Should You?

    Robo Advisors are Going Hybrid. Should You?

    • Operations
    • Technology

    4 min Read

  2. Banking on Simplicity: Why Blueleaf is Everything You Need And Nothing You Don’t

    Banking on Simplicity: Why Blueleaf is Everything You Need And Nothing You Don’t

    • Simpler Process

    5 min Read

  3. Why Automation is Critical for Wealth Management

    Why Automation is Critical for Wealth Management

    • Simpler Process

    4 min Read

  4. Why Simplicity is the Key to Weathering the Wealth Management Storm

    Why Simplicity is the Key to Weathering the Wealth Management Storm

    • Simpler Process

    4 min Read

  5. Future-Proofing Your Firm with Strategic Simplicity

    Future-Proofing Your Firm with Strategic Simplicity

    • Simpler Process

    4 min Read

  6. Designing Great Wealth Management Experiences Leveraging Mobile

    Designing Great Wealth Management Experiences Leveraging Mobile

    • Mobile

    13 min Read

  7. Complexity is Wealth Management’s Favorite — and Most Costly — Vice

    Complexity is Wealth Management’s Favorite — and Most Costly — Vice

    • Simpler Process

    5 min Read

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