Banking CIO  Top 10 Wealth Management Technology for 2017 Award

 

Banking CIO Award and Article

 

MTM Vault Licensee Success Story

IARFC

The Register Jan/Feb 2017

The Register Mar/April 2017

The Register May/June 2017

The Register July/Aug 2017


Legacy Arts Magazine

Legacy Arts Magazine Jan 2017

Legacy Arts Magazine July 2017


Purposeful Planning Institute


The Suit

The Suit – July 2017


Advisors in Philanthropy