“The solution often turns out more beautiful than the puzzle.” — Richard Dawkins, British ethologist, evolutionary biologist, and author This month, we cover six stories in wealth management
“The whole is greater than the sum of the parts.” A phrase attributed to Aristotle and misquoted by those seeking to understand one of the
European geography has become almost irrelevant as FinTech markets have flattened out, enabling technology firms to more easily reach customers beyond national borders. Boosted by
“There’s a large percentage of American households that are not being served by financial advisors. That’s where this concept of financial wellness comes into play,
Talking to a lot of thought leaders in the wealth management industry, most seem to be in a state of evolution, searching for new ideas
“I came to a simple realization that the way we do retirement planning sucks! The user interface, the application of evidence and data to the
“The real issue in this industry is a cost problem, the cost to service clients is just too high. Here you have 8 million people
“We have one humongous arch-nemesis and the initials are DIY. The do it yourself-ers have ultimately decided to just try to go it on their
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