RobustWealth Texas Road Show

RobustWealth is on the move! Join us in San Antonio and Austin, Texas to learn how Robo Technology can help your advisory practice. RobustWealth Founder Mike Kerins, CFA, FRM, along with CEO Rick Frisbie, and Regional Sales Director Jessica Wilson will be visiting these cities on April 3rd, 4th & 5th […]

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Joel Bruckenstein Names RobustWealth an ‘Enlightened’ Platform

March 8th, 2017 – Nashville, TN The 2017 CFA Wealth Management Conference closed on Wednesday, March 8th with keynote speaker, Joel Bruckenstein. During Joel’s presentation, he mentioned firms that he calls ‘Enlightened’. Of the firms named were Jemstep, AdvisorEngine and RobustWealth. Joel mentioned that the RobustWealth team is led by […]

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2017 T3 Conference Re-Cap

Recently, our Founder Mike Kerins (CFA, FRM) and myself, Rick Frisbie, presented at the 2017 T3 Conference in Orange County, CA. The premise was that Digital Wealth Platforms inevitably must become fully integrated suites. Today, there are too many separate technology layers that will need to be consolidated for the […]

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RobustWealth Advisor Insights Dinner

On Thursday December 8th, RobustWealth held their Advisor Insights Dinner at Brian’s Lambertville, featuring guest speakers Bill Winterberg of FPPad and Charmaine Chin of K2 Advisors. RobustWealth’s quarterly Advisor Insight Events provide learning and networking opportunities to financial advisors. Bill Winterberg discussed the business investments and transitions that you should consider for your […]

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