Mark Macomber
408 posts

Mark Macomber
@MAMacomber
FinTech, online financial advisors, investment & wealth management @Fidelity, @MerrillLynch alum
Atlanta | Boston Katılım Ekim 2012
414 Takip Edilen339 Takipçiler

If you are at the NAPA conference please drop by and chat with the team about participant and plan solutions from our partners Callan and Totum Risk.
Larry Shumbres @SPCunniff1 Tim Hazo JJ Milder lnkd.in/dnu7TKR
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This didn't take long to materialize...it will be interesting to see how it plays out with joint clients. lnkd.in/dNXsGAJ
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The launch of Commonwealth's technology platform into a separate business(with Mass Mutual as their first client) is going to create an interesting shift in how custody and clearing providers, correspondent BDs, and advisor focused fintech firms approach…lnkd.in/es8pt25
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Interesting conversation with Edmit cofounder @nickducoff and NFP's head of innovation Mark Rieder. If you haven't reviewed your firm's approach to college planning now is the time. The cookie cutter process found in most tools needs a major upgrade and d…lnkd.in/e5BMgS2
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If you will be attending the 2018 PLANADVISER National Conference next week in Orlando, visit the Streamline Partners team at booth 18. We will have new research from Callan, DC plan data intelligence from ERISApedia, and global market insights from DSM C…lnkd.in/ecDGgaS
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Interesting thoughts on client risk profiling and the risks involved. Larry Shumbres lnkd.in/gcBD9DY
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RANKED: The 27 fintech unicorns from around the world - Business Insider. lnkd.in/euZ64jw lnkd.in/eavTszV
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We’re looking forward to exhibiting at the NAPA 401(k) Summit this weekend in Nashville! Visit the Streamline Partners team at booth 1104. lnkd.in/e86d9v3
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2017 VC FINTECH INVESTMENT LANDSCAPE: AN INVESTOR VIEW @InnFin linkedin.com/pulse/2017-vc-…
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Interesting map representing OregonSaves employer adoption. It will be fascinating to see how the program expands in 2018, what the implications are for other states, as well as the current administration's response. lnkd.in/ereppWF
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