Author: Stuart DePina

Stuart DePina manages the long-term growth strategy of Tamarac. His balanced leadership is rooted in deep financial experience and the belief that a solid organization is built on customer focus, commitment and thoughtful business practices.

Practice Management

Tricks of the Trade: Making the Most of Your Fintech Investment

April 17, 2018April 20, 2018 Stuart DePina Leave a comment

As we think about the future of financial advice, our industry is becoming increasingly intertwined with technology. It supports our day-to-day operations and how we connect and sustain relationships with clients.