Colleen Bell

Colleen Bell

President of Innovation and Experience, Cambridge Investment Research

Colleen Bell is president, innovation and experience, at Cambridge Investment Research, Inc.

Blog Posts by Colleen

WealthTech on Deck

About this Podcast

WealthTech on Deck is a LifeYield podcast about the future of wealth management and the major role technology plays in it.

About LifeYield

LifeYield technology improves after-tax returns by minimizing investment taxes and maximizing retirement income. Major financial institutions leverage LifeYield to improve financial outcomes and increase advisor productivity through multi-account portfolio management. Learn more at lifeyield.com.