Ever since I was a child I have been fascinated by broadcast media. The fact that cavemen were eventually able to invent a box that would bring faraway images and sounds into our living rooms was nothing short of extraordinary. Almost as miraculous as life itself. But it wasn’t until my college years did I […]
DOL Fiduciary Rule or Not – Why Brokerages will be Distancing Themselves from the Retail Retirement Market
The other day I published an article which drew attention to a battle I sense brewing in the retail retirement industry between the Brokerage IRA and the Trust Company IRA. Although no one is really paying much attention to it right now, I promise you that this race to launch a next-generation retail retirement product […]
The Battle to Launch a Next-Generation Retirement Product & Control $14 Trillion in Investment Direction
In the Fall of 2016, I penned an article entitled, “Modernizing the Self-direct IRA – The Trillion Dollar FinTech Opportunity” – the first in a new series of articles that focuses on next-generation retirement planning. The piece underscored how FinTech will mend America’s flawed retirement system and foster the growth of “digital” investing. This initial […]
How 2016 Reshaped Financial Services for Generations to Come
2016 will be etched in time as one of the most unpredictable and metamorphic years in our planet’s history. While every fragment of civilization will feel the effects of 2016, the year will leave an indelible imprint on financial services, global political landscapes and mass media for generations to come. The year began with the […]
Why Last Week’s Crowd Invest Summit was F*cking Awesome
I had the pleasure of speaking at last week’s Crowd Invest Summit, the largest gathering of crowdfund enthusiasts since the industry first emerged. Influencer and visionary, James Altucher opened up the show, and he did not disappoint. I’m a big fan of Altucher’s and have many times drawn inspiration from his articles. But, this was […]