/ TAG Wealth management

Research shows that couples who are financially in sync often have stronger, happier, and longer-lasting marriages.

Betterment’s Sarah Kirshbaum Levy and Cognizant’s Kevin Pleiter sat down with Worth at the Health + Wealth of America Conference to discuss the effects of fintech’s continued integration into the financial services industry.

The final panel of the Women & Worth Summit exemplified how women are changing the narrative. 

Combining services, technology and communication on a secure platform allows family office and wealth management firms to strengthen their clients’ trust and meet their needs while staying competitive in today’s technology-driven world.

Traditional “alpha,” or the excess return above an investment benchmark, is not sufficient in isolation to assure long-term financial sustainability.