401k plan sponsors

Can This 401(k) Robo-Platform Defeat the Dark Side of Retirement?

A long time ago in a galaxy far, far away… It was thought that when 401(k) plans were introduced to the universe, they would be a rebellious solution to fight the decline of company-sponsored pension plans. However, the numbers are in and they don’t look good for our heroes. According to the Bureau of Labor statistics, only […]

roboadvisors DOL rule

Thoughts On Time Travel, RoboAdvisors and The DOL Rule

I just finished an interesting book called “Time Travel: A History” by James Gleick.  It is a well-written amalgamation of the history of time travel in Western literature, starting with H. G. Wells’ classic, The Time Machine. Since Well’s novel pre-dated Einstein’s theories by almost a decade, he was not aware that time is relative to each observer. […]

asset management

3 Asset Management Trends for 2017

Disruption may be the name of the game in the financial industry, but that does not mean everyone necessarily likes it. This year proved to be no exception with more sources of upheaval than ever applying pressure on asset managers. I was recently invited to participate in a panel discussion at an SS&C event in Toronto called, “The View From […]