Month: June 2016

PKC – WealthPortal Proactive SMA Model Portfolios

WealthPortal, an online platform that enables investors to consolidate their reporting across securities, funds, properties and more. In this presentation, you’ll learn about Separately Managed Accounts (SMA’s) and how they can contribute to your overall portfolio.        PKC SESSIONS – PROACTIVE MANAGED FUND MODELS SMA’S Dan: Good afternoon, my name is Dan Callow […]

CASS’s Wrap-up from Exponential Finance NYC 2016

CASS’s Wrap-up from Exponential Finance NYC 2016

Earlier in the week we circulated some videos summarising day 1 of the Exponential Finance conference in New York, hopefully some of you found it interesting.  I was originally planning on doing a day 2 video but have moved to circulating this piece on the entire conference, you will see there is some recap of […]

Cass Boyle attends Singularity University 2016 in New York

Cass Boyle attends Singularity University 2016 in New York

Cass Boyle, Operations Manager for Madison Financial Group, has been given the opportunity to step outside the business and experience a world renowned conference.   Exponential Finance is an intensive 2-day conference that brings together a select group of leading executives, investors and entrepreneurs from around the globe to explore how exponential technologies are impacting business and […]

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