NAPFA is small, pure and aching for an elevator pitch -- but the perfect place for NYC-based MaxMyInterest to debut
Amid the din of an otherwise predictable Midwestern JW Marriott event, a different kind of robo got swarmed by the advisors wearing halos
Mike Wilson
Great Write-Up Graham!
By the way, as a fellow Kenyon Alum—-I am pretty sure that Water-Cooler = Bar…Not Judging—-Just Sayin…
:-)
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National Association of Personal Finance Advisors
Association
Top Executive: Geof Brown, CAE
MaxMyInterest
Tech: Other
Top Executive: Gary Zimmerman
