Mark Macomber

FinTech, online financial advisors, investment & wealth management @Fidelity, @MerrillLynch alum

[Mark Macomber @MAMacomber]

https://t.co/AQisfuheb5

[Mark Macomber @MAMacomber]

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 https://t.co/EloMd27ss1

[Mark Macomber @MAMacomber]

https://t.co/nMvD06HBOC

[Mark Macomber @MAMacomber]

This didn't take long to materialize...it will be interesting to see how it plays out with joint clients. https://t.co/VtSEM3xiDW

[Mark Macomber @MAMacomber]

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…https://t.co/QEAma9PedJ

[Mark Macomber @MAMacomber]

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…https://t.co/OKxhBWA0AL

[Mark Macomber @MAMacomber]

https://t.co/1Q68xLf1WD

[Mark Macomber @MAMacomber]

https://t.co/VlVLJtrYue

[Mark Macomber @MAMacomber]

https://t.co/Fe0NFgA8iK

[Mark Macomber @MAMacomber]

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…https://t.co/gSgs7S4ngW

[Mark Macomber @MAMacomber]

Great exposure for the @EdmitEDU team. If you are an institution trying to get a grip on client education planning or you are planning for college yourself visit https://t.co/3MvfYErKzN. One of the best new digital planning solutions in the marketplace.

[Mark Macomber @MAMacomber]

https://t.co/Q2mtn9GATo

[Mark Macomber @MAMacomber]

https://t.co/at9DUsrUea

[Mark Macomber @MAMacomber]

Interesting thoughts on client risk profiling and the risks involved. Larry Shumbres https://t.co/N32MDBHOWx

[Mark Macomber @MAMacomber]

RANKED: The 27 fintech unicorns from around the world - Business Insider. https://t.co/XnsTU8TZdj https://t.co/jA8nBcbwkg

[Mark Macomber @MAMacomber]

We’re looking forward to exhibiting at the NAPA 401(k) Summit this weekend in Nashville! Visit the Streamline Partners team at booth 1104. https://t.co/MXUnAl5Gtr

[Mark Macomber @MAMacomber]

https://t.co/SzcpI3e0EN

[Mark Macomber @MAMacomber]

https://t.co/u6ssNlRnEU

[Mark Macomber @MAMacomber]

2017 VC FINTECH INVESTMENT LANDSCAPE: AN INVESTOR VIEW @InnFin https://t.co/yybl8dVi54

[Mark Macomber @MAMacomber]

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.     https://t.co/8ejvC1IfIN