Tegra118 Intern Spotlight Interview: Grace Wu - Business Development [2020]
Tegra118 introduces our first segment of a 6-part 2020 Summer Internship Spotlight Interview series with our Business Development Intern, Grace Wu!
The Tegra118 Intern Spotlight series was written, produced and edited collectively by our Tegra118 Intern Class of 2020
Watch the next video on Intern Spotlight Series: Juliana Spitzer – Technical Writing Intern [2020].
Infographic: Build and Grow Relationships With Goals-Based Financial Planning
Consumers want help with their retirement planning. They aren’t confident in the casual advice they receive and they worry about the future – especially when it comes to how much they’re saving. They need a plan and advice they can trust. In this infographic, we explore the untapped opportunities for financial advisors and how technology can help advisors deliver greater value to clients.
Fintech Star Cheryl Nash Keeps Moving Forward
How Cheryl Nash Keeps Moving Forward as a Fintech Star
Retirement Planning - Enrich Investor Conversations with Technology
Retirement planning involves collaborative discussions between advisors and investors and is evolving and redefining in this post-pandemic era.