"It is important to closely follow regulatory trends, both here & abroad, and compare notes with other industries & more innovative companies with similar compliance challenges to find best practices." - Don
"What is certain is the continuation of technological advancement in hardware, software, and artificial intelligence is going to accelerate, not slowdown" - Bill Trigleth, Cannon Financial Institute
"Our technology is not supplanting the advisor’s historical relationship, we’re in fact enhancing it. We’re not a robo product, we’re a bionic advisor product." JeremyFloyd, President & CEO, Finworx
.jpg)
