The Dangers of Being ‘Too Nice’ to Clients
Do clients really want a pitbull financial advisor? In his latest byline for ThinkAdvisor, Pebble CEO Justin Whitehead argues that the future advisors of wealth management may approach clients differently.
The Subscription Economy is Coming to the Financial Services Sector
Robinhood recently unveiled its premium subscription model, which includes access to Cortex, an AI engine. In his recent article for InvestmentNews, our CEO Justin Whitehead explains why retail brokerage firms should work with a partner who has both a deep technological background and encyclopedic knowledge of the financial services world.