“Firms like Cetera, and certainly Genstar, at the private equity level, we see a lot of value there because we are already a well oiled
“For markets to work there have to be winners and losers. It’s not a good look for Robinhood to change the rules of the game
“Data as an asset is a theme that comes up in conversations time in and time out. It’s almost universally across size of customer, market
“Essentially, blockchain has the potential to change the economics of how we manufacture different securities as we know them. Whether it’s a deposit, or some
“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,
Welcome to our annual best of the year edition of the Wealth Management Today podcast. I’m your host, Craig Iskowitz, and I run a consulting
“Our goal is to make sure that every single person that touches this platform, irrespective of who it is, if it’s an advisor, if it’s
“The old man rubbed his hands: ‘Ah! A meta-subject! Using language to discuss language, there’s nothing better. I adore that’.” ― Laurent Binet, The Seventh
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