Reflection Analytics

Wondering why the US Dollar is reacting differently than the sterling and euro? Our Founder and CEO Jason Britton, MBA, CSFA offered his market wrap insights on US markets and global currencies during this interview on MONEY FM 89.3 to discuss the differences and what to expect from the #Mag7 in the coming weeks. Listen to the interview here: https://lnkd.in/e_YTFbSs

Reflections Analytics Founder and CEO Jason Britton, MBA, CSFA spoke with Nicole Petallides on Schwab Network’s #TheWatchList alongside of Paul Powers about Big Tech’s investments in various nuclear power projects to meet their net-zero carbon goals. Watch the conversation here: https://lnkd.in/ekcGSde9

Artificial intelligence will dramatically improve efficiency and innovation, as Reflection Analytics founder and CEO Jason Britton, MBA, CSFA explains in a recent interview with Barron's reporter Steve Garmhausen. Our favorite example is our own Reflect software platform, which enables RIAs to work with their clients to build individualized, value-based portfolios that comply with the amended SEC Rule 35d-1, aka the Names Rule. Read the Barron’s article to learn more: *Subscription required

Watch Founder & CEO Jason Britton, MBA, CSFA on Asset TV U.S. where he discusses the #NamesRule amendments adopted last year and the very slow compliance efforts of big #ESG funds. At Reflection Analytics, we built the Reflect platform to ensure asset managers have continuous compliance and to equip investors with full transparency when it comes to sustainable investing. Learn more in the discussion:

Our CEO Jason Britton, MBA, CSFA recently joined Nicole Petallides on Schwab Network's The Watch List, to discuss the ongoing #solar boom driven by the #Inflation Reduction Act. Watch the discussion here: https://lnkd.in/efMAV9Yc

A round of applause to our CEO Jason Britton, MBA, CSFA for being named a finalist in the 2024 ThinkAdvisor Luminaries for Thought Leader of the Year! Jason’s outspoken commitment to phasing out #ESG with #SEE has not only inspired our core values here at Reflection Analytics, but also sets a powerful example in the wealth management industry. Congratulations to all the finalists! 

We are one week away! 🌟 The excitement is building as we approach the WealthManagement.com #Wealthies Awards next week. Being named a finalist in the Technology category with our Reflect platform is a huge honor. This journey isn’t just about changing compliance requirements; it's about reshaping how asset managers think about regulation and investor alignment. See you next week, NYC! 🏙 #wealthmanagement #wealthmanagementindustryawards

We are 2 weeks away from the much-anticipated WealthManagement.com #Wealthies Awards ceremony in New York City on Sept. 5! ✨ Our Reflect platform, which helps asset managers comply with the SEC’s expanded #NamesRule, is a finalist in the Technology category. This recognition is a testament to our commitment to empowering the wealth management industry with innovative, compliant solutions. We can't wait to join fellow industry leaders at the awards banquet and celebrate the achievements of all the finalists. See you there!  

This is a stock pickers’ market, as founder and CEO Jason Britton, MBA, CSFA writes in his WealthManagement.com Mid-Year Outlook article. Our Reflect software platform allows RIAs to create, at scale, individual values-aligned portfolios for clients using our S.E.E. methodology (#Stakeholders, #Environment, and #Ethos) as an additional layer of analysis. Learn more in the article below:  https://lnkd.in/eFKqSkBf

Jason Britton, MBA, CSFA is not worried by the market unease this week, as he explains in this article by John Manganaro in ThinkAdvisor. Sure, it was a rough week for people leveraged in the yen carry trade, but market fundamentals are strong. Read the entire article for more details: #StockMarketNews #StockMarket #riskmanagement #FinancialMarkets #Volatility https://lnkd.in/ewRS2Ztm