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  1. The Future of Financial Advice: A bird’s eye view with the NAPFA …

    Jan 20, 2025 · In this Episode Changes in business models, technology, and demographics are shaping the future of wealth management right now. Hear from Geof Brown, CEO of NAPFA on how these 3 forces are combining to shape the future of the wealth management business and create new opportunities. Our Guest Geoffrey E. Brown, CAE, is the chief executive officer of

  2. Schedule a Blueleaf Demo

    Learn more about Blueleaf ... Advisors ONLY - If you're the client of an advisor contact them directly for an invitation. Please fill out the form to get started.

  3. Blueleaf

    All-in-one Wealth Management Platform. Deliver exceptionally for your clients. Reporting – Billing – Rebalancing – Practice management & High-engagement client experiences

  4. Blueleaf Contact Information | Blueleaf

    Blueleaf Wealth Inc. One Beacon St, 15th Floor Boston, MA 02108 (Mailing Address)

  5. Dear Advisor: Why haven’t I heard from you? | Blueleaf

    Jan 20, 2025 · The following is part of Blueleaf's The "Dear Advisor" Campaign, encouraging open collaboration and service innovation in the financial industry like never before. Letters are submitted by members of the general public who, at all stages of life, have an honest message to share with you. Let's redefine what "value to my client" means. Adam Sigel

  6. Sign up for Blueleaf

    Over $30 Billion connected through Blueleaf!. You’re on your way to your preview of Blueleaf. We’ll help you: Manage all of your savings and investment accounts in one secure place online

  7. The Blueleaf Board | Blueleaf.com | Blueleaf

    Sean Park, Director Blueleaf, Founder and CIO, Anthemis Group Sean combines a powerful mix of entrepreneurial, investment and corporate experience and is widely recognized as a leading independent thinker on the future of financial services, informed by his many years as a senior executive in capital markets and investment banking.

  8. #FinSci: How We Talk When We Talk About Finance | Blueleaf

    Jan 20, 2025 · “Even I went down a path of reckless spending before finally waking up.”. Fiscal Cliff. The Economy’s Trajectory in 2013. Metaphors are… How do we talk when we talk about finance? In metaphors. Metaphors are so ingrained in our language that it’s hard to recognize when we’re using them or even do something about it when we do.

  9. Security - Blueleaf

    Work with trusted partners We work with Amazon Web Services, a company trusted by hundreds of financial institutions to keep client data secure. Our server-instances are located in multiple AWS high-security availability zones and are compliant with the requirements outlined in SOC 2 and PCI. Additionally, AWS data centers are compliant with controls found in

  10. Blueleaf for Clients | Blueleaf.com | Blueleaf

    When I first looked at Blueleaf I couldn’t understand the reasoning for the weekly update. I was classically trained on the quarterly review and statement process.