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Summary: At any conference, usually even on the first day, you can find a group of people who founded their own companies sitting in the bar commiserating. If you could overhear them, you would most likely hear the phrase, “They are not entrepreneurs.”
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Summary: Asset-based pricing and managed money were meant to put the client and the advisor on the same side of the table. Many advisors found they were being paid for doing the right thing — advising clients to sit tight with long-term holdings instead of doing short term trading. Others found they were being paid the same regardless of the amount of attention the client received.
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Summary: Starting in my early thirties, and then together with my wife, I have tried to hire advisors to create financial plans, but the experience was typically frustrating.
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Summary: Matthew Wong, lead analyst at CB Insights for financial technology, spoke at his firm’s The Future of Fintech 2018 gathering Wednesday. He touched on several data points the wealth management industry and financial advisors should keep top-of-mind when thinking about the future and engaging with a growing younger client base.
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Summary: Two days of​ high-level talks with fintech experts, advisers, broker-dealers and custodians answered an important question for anyone looking for the perfect technology stack. It isn't out there.
