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 […]
The Most Transformational Era in Financial Services Since the 1980s
I would like to thank everyone who joined us at the FinTech Revolution event in New York City and over the digital airwaves on November 15th. I am especially grateful for our speakers whose products, technologies and visions are dramatically improving and democratizing financial services. Some of the event highlights – which are all available […]
Modernizing the Self-direct IRA – The Trillion Dollar FinTech Opportunity
A little over five years ago, a self-directed IRA expert named Jim Jones reached out to me through LinkedIn to discuss the value proposition of the self-directed IRA – a retirement vehicle that gives individual investors greater control of their retirement capital and the freedom to invest beyond conventional asset classes and into coveted alternative […]
Can Micro-Investing Technology Reverse America’s Harrowing Wealth Gap?
Developed in 1952 by Harry Markowitz, the Modern Portfolio Theory (MPT) is premised on the notion that portfolio returns can be maximized by spreading risk across many different investments. With an estimated $7 trillion in institutional assets currently invested in accordance with the methodologies of MPT, it continues to be one of the most important […]
Can someone please explain to me the constitutionality of the accredited investor rule?
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